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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,132 | $154,159-85.0% | $130,026-82.2% | $139,456-83.4% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.5%+8.5pp | 80.3%+6.6pp |
| Annual return | 19.67% | 32.50%-12.8pp | -137.26%+156.9pp | 373.45%-353.8pp |
| Employer contribution / active EE | $2,046 | $5,292-61.3% | $4,321-52.7% | $4,753-57.0% |
| Participant deferral / active EE | $3,249 | $6,710-51.6% | $5,821-44.2% | $6,711-51.6% |
| Admin fee / account holder | $21 | $14,001-99.9% | $10,608-99.8% | $11,407-99.8% |