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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,634 | $106,923-80.7% | $84,023-75.4% | $152,909-86.5% |
| Participation rate | 85.7% | 75.3%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 23.15% | 105.02%-81.9pp | 71.32%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,521 | $2,735-7.8% | $1,984+27.1% | $4,764-47.1% |
| Participant deferral / active EE | $3,363 | $4,013-16.2% | $3,239+3.8% | $5,851-42.5% |
| Admin fee / account holder | $41 | $8,289-99.5% | $6,102-99.3% | $11,601-99.7% |