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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,774 | $169,361-86.0% | $129,397-81.6% | $145,877-83.7% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 20.60% | 14395.54%-14374.9pp | 9453.98%-9433.4pp | 551.28%-530.7pp |
| Employer contribution / active EE | $2,514 | $5,542-54.6% | $4,154-39.5% | $4,663-46.1% |
| Participant deferral / active EE | $3,577 | $4,987-28.3% | $4,167-14.2% | $6,691-46.5% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |