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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,711 | $160,028-83.3% | $147,080-81.8% | $145,884-81.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 19.05% | 98.60%-79.5pp | 420.17%-401.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $1,694 | $5,286-68.0% | $4,933-65.7% | $4,662-63.7% |
| Participant deferral / active EE | $3,485 | $8,422-58.6% | $8,066-56.8% | $6,690-47.9% |
| Admin fee / account holder | $27 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |