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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,253 | $159,934-84.8% | $147,005-83.5% | $145,959-83.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 14.89% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,869 | $5,287-64.6% | $4,934-62.1% | $4,661-59.9% |
| Participant deferral / active EE | $6,301 | $8,427-25.2% | $8,070-21.9% | $6,689-5.8% |
| Admin fee / account holder | $170 | $15,053-98.9% | $13,006-98.7% | $13,398-98.7% |