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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,785 | $103,008-85.6% | $90,304-83.6% | $152,897-90.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 53.72% | 95.22%-41.5pp | 78.13%-24.4pp | 345.43%-291.7pp |
| Employer contribution / active EE | $2,523 | $3,139-19.6% | $2,855-11.6% | $4,764-47.0% |
| Participant deferral / active EE | $6,715 | $4,281+56.8% | $3,885+72.8% | $5,851+14.8% |
| Admin fee / account holder | $145 | $6,175-97.7% | $5,354-97.3% | $11,599-98.8% |