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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,677 | $103,008-86.7% | $90,304-84.9% | $152,897-91.1% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.5%+10.4pp |
| Annual return | 27.44% | 95.22%-67.8pp | 78.13%-50.7pp | 345.43%-318.0pp |
| Employer contribution / active EE | $2,632 | $3,139-16.2% | $2,855-7.8% | $4,764-44.7% |
| Participant deferral / active EE | $2,875 | $4,281-32.8% | $3,885-26.0% | $5,851-50.9% |
| Admin fee / account holder | $104 | $6,175-98.3% | $5,354-98.1% | $11,599-99.1% |