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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,925 | $68,097-82.5% | $62,929-81.0% | $137,256-91.3% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.0%+1.9pp |
| Annual return | 20.97% | 1859.11%-1838.1pp | 1063.93%-1043.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,060 | $2,811-62.3% | $2,505-57.7% | $4,156-74.5% |
| Participant deferral / active EE | $3,379 | $4,553-25.8% | $3,888-13.1% | $6,407-47.3% |
| Admin fee / account holder | $182 | $6,521-97.2% | $5,065-96.4% | $12,270-98.5% |