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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,238 | $125,237-82.2% | $105,608-78.9% | $145,877-84.8% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 15.88% | 225.76%-209.9pp | 116.50%-100.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,673 | $3,720-28.2% | $3,167-15.6% | $4,663-42.7% |
| Participant deferral / active EE | $4,675 | $5,711-18.1% | $5,010-6.7% | $6,691-30.1% |
| Admin fee / account holder | $20 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |