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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,675 | $107,368-81.7% | $92,915-78.8% | $152,909-87.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 29.69% | 145.64%-116.0pp | 109.45%-79.8pp | 345.46%-315.8pp |
| Employer contribution / active EE | $8,012 | $4,222+89.8% | $3,653+119.3% | $4,764+68.2% |
| Participant deferral / active EE | $6,224 | $4,848+28.4% | $4,238+46.9% | $5,851+6.4% |
| Admin fee / account holder | $113 | $7,082-98.4% | $5,796-98.1% | $11,601-99.0% |