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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,372 | $134,817-79.7% | $123,973-77.9% | $155,188-82.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 20.26% | 515.49%-495.2pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,404 | $4,425-68.3% | $4,126-66.0% | $4,248-67.0% |
| Participant deferral / active EE | $2,948 | $5,706-48.3% | $5,247-43.8% | $6,531-54.9% |
| Admin fee / account holder | $55 | $13,245-99.6% | $11,799-99.5% | $14,480-99.6% |