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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,607 | $111,814-82.5% | $93,654-79.1% | $145,959-86.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 12.94% | 203.30%-190.4pp | 133.34%-120.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,522 | $3,092-18.4% | $2,421+4.2% | $4,661-45.9% |
| Participant deferral / active EE | $6,781 | $4,914+38.0% | $4,413+53.7% | $6,689+1.4% |
| Admin fee / account holder | $227 | $10,246-97.8% | $8,282-97.3% | $13,398-98.3% |