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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,583 | $162,529-89.2% | $130,788-86.6% | $154,746-88.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 19.26% | 510.48%-491.2pp | 386.44%-367.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,551 | $4,447-42.7% | $3,558-28.3% | $4,379-41.8% |
| Participant deferral / active EE | $2,551 | $4,808-47.0% | $4,137-38.4% | $6,730-62.1% |
| Admin fee / account holder | $234 | $7,669-97.0% | $6,673-96.5% | $14,365-98.4% |