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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,646 | $129,737-82.5% | $119,126-81.0% | $154,746-85.4% |
| Participation rate | 92.3% | 78.9%+13.5pp | 75.8%+16.5pp | 80.7%+11.6pp |
| Annual return | 19.58% | 379.08%-359.5pp | 282.11%-262.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,415 | $4,375-44.8% | $4,034-40.1% | $4,379-44.8% |
| Participant deferral / active EE | $3,724 | $5,842-36.3% | $5,318-30.0% | $6,730-44.7% |
| Admin fee / account holder | $256 | $11,961-97.9% | $10,693-97.6% | $14,365-98.2% |