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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,676 | $125,190-80.3% | $105,624-76.6% | $145,897-83.1% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 14.71% | 225.22%-210.5pp | 116.20%-101.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $4,404 | $3,720+18.4% | $3,168+39.0% | $4,663-5.5% |
| Participant deferral / active EE | $4,397 | $5,716-23.1% | $5,013-12.3% | $6,689-34.3% |
| Admin fee / account holder | $37 | $17,138-99.8% | $10,961-99.7% | $13,390-99.7% |