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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,264 | $115,796-77.3% | $101,264-74.1% | $158,950-83.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 104.37% | 56.15%+48.2pp | 46.48%+57.9pp | 302.91%-198.5pp |
| Employer contribution / active EE | $2,079 | $4,175-50.2% | $3,660-43.2% | $4,762-56.4% |
| Participant deferral / active EE | $4,787 | $4,958-3.4% | $4,370+9.5% | $5,983-20.0% |
| Admin fee / account holder | $46 | $7,247-99.4% | $5,947-99.2% | $11,248-99.6% |