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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,715 | $109,411-78.3% | $89,435-73.5% | $158,982-85.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 24.86% | 345.68%-320.8pp | 245.55%-220.7pp | 302.99%-278.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,672 | $4,600-20.2% | $3,890-5.6% | $5,983-38.6% |
| Admin fee / account holder | $68 | $6,159-98.9% | $4,884-98.6% | $11,252-99.4% |