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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,218 | $55,446-23.9% | $155,574-72.9% | $74,429-43.3% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 13.03% | 269.20%-256.2pp | 64.87%-51.8pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $2,469 | $2,266+8.9% | $4,676-47.2% | $2,625-5.9% |
| Participant deferral / active EE | $2,868 | $2,836+1.1% | $5,629-49.1% | $4,348-34.0% |
| Admin fee / account holder | $34 | $1,743-98.1% | $15,914-99.8% | $1,944-98.3% |