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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,508 | $176,077-87.8% | $159,455-86.5% | $167,518-87.2% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 11.27% | 331.83%-320.6pp | 263.63%-252.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $1,419 | $5,298-73.2% | $4,830-70.6% | $4,838-70.7% |
| Participant deferral / active EE | $4,785 | $7,751-38.3% | $7,353-34.9% | $6,342-24.6% |
| Admin fee / account holder | $253 | $12,556-98.0% | $10,800-97.7% | $12,312-97.9% |