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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,746 | $134,817-82.4% | $123,973-80.8% | $155,188-84.7% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.7%+5.2pp | 80.8%+1.0pp |
| Annual return | 15.12% | 515.49%-500.4pp | 388.13%-373.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,491 | $4,425-66.3% | $4,126-63.9% | $4,248-64.9% |
| Participant deferral / active EE | $4,658 | $5,706-18.4% | $5,247-11.2% | $6,531-28.7% |
| Admin fee / account holder | $192 | $13,245-98.6% | $11,799-98.4% | $14,480-98.7% |