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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,732 | $109,411-76.5% | $89,435-71.2% | $158,982-83.8% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 13.61% | 345.68%-332.1pp | 245.55%-231.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $6,203 | $3,173+95.5% | $2,587+139.8% | $4,763+30.2% |
| Participant deferral / active EE | $3,439 | $4,600-25.2% | $3,890-11.6% | $5,983-42.5% |
| Admin fee / account holder | $128 | $6,159-97.9% | $4,884-97.4% | $11,252-98.9% |