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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,137 | $157,276-85.3% | $141,177-83.6% | $152,885-84.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 26.35% | 64.33%-38.0pp | 71.40%-45.1pp | 345.39%-319.0pp |
| Employer contribution / active EE | $1,359 | $5,262-74.2% | $4,736-71.3% | $4,763-71.5% |
| Participant deferral / active EE | $4,155 | $7,110-41.6% | $6,710-38.1% | $5,851-29.0% |
| Admin fee / account holder | $13 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |