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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,015 | $112,935-76.1% | $90,970-70.3% | $158,966-83.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 14.63% | 215.79%-201.2pp | 134.58%-120.0pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,028 | $2,895-64.5% | $2,122-51.6% | $4,762-78.4% |
| Participant deferral / active EE | $4,146 | $4,129+0.4% | $3,373+22.9% | $5,983-30.7% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |