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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,199 | $112,933-83.0% | $90,970-78.9% | $158,982-87.9% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.6pp |
| Annual return | 41.64% | 215.82%-174.2pp | 134.60%-93.0pp | 302.99%-261.3pp |
| Employer contribution / active EE | $2,286 | $2,893-21.0% | $2,122+7.7% | $4,763-52.0% |
| Participant deferral / active EE | $7,445 | $4,128+80.4% | $3,373+120.7% | $5,983+24.4% |
| Admin fee / account holder | $113 | $8,047-98.6% | $5,961-98.1% | $11,252-99.0% |