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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,175 | $105,158-86.5% | $94,672-85.0% | $139,487-89.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 30.05% | 38.11%-8.1pp | 156.89%-126.8pp | 373.84%-343.8pp |
| Employer contribution / active EE | $2,333 | $4,107-43.2% | $3,673-36.5% | $4,755-50.9% |
| Participant deferral / active EE | $4,039 | $7,599-46.8% | $7,417-45.5% | $6,713-39.8% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |