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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,840 | $70,121-64.6% | $63,803-61.1% | $138,895-82.1% |
| Participation rate | 87.5% | 77.2%+10.3pp | 72.7%+14.8pp | 79.9%+7.6pp |
| Annual return | 12.90% | 946.48%-933.6pp | 543.72%-530.8pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,080 | $2,882-27.8% | $2,532-17.9% | $4,194-50.4% |
| Participant deferral / active EE | $2,743 | $4,535-39.5% | $3,843-28.6% | $6,396-57.1% |
| Admin fee / account holder | $154 | $6,738-97.7% | $5,196-97.0% | $12,562-98.8% |