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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,372 | $129,737-78.9% | $119,126-77.0% | $154,746-82.3% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 20.26% | 379.08%-358.8pp | 282.11%-261.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,404 | $4,375-67.9% | $4,034-65.2% | $4,379-67.9% |
| Participant deferral / active EE | $2,948 | $5,842-49.5% | $5,318-44.6% | $6,730-56.2% |
| Admin fee / account holder | $55 | $11,961-99.5% | $10,693-99.5% | $14,365-99.6% |