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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,585 | $134,817-81.8% | $123,973-80.2% | $155,188-84.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 19.03% | 515.49%-496.5pp | 388.13%-369.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,551 | $5,706-20.2% | $5,247-13.3% | $6,531-30.3% |
| Admin fee / account holder | $30 | $13,245-99.8% | $11,799-99.7% | $14,480-99.8% |