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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,991 | $125,190-80.8% | $105,624-77.3% | $145,897-83.6% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 19.11% | 225.22%-206.1pp | 116.20%-97.1pp | 552.29%-533.2pp |
| Employer contribution / active EE | $2,308 | $3,720-38.0% | $3,168-27.1% | $4,663-50.5% |
| Participant deferral / active EE | $2,718 | $5,716-52.5% | $5,013-45.8% | $6,689-59.4% |
| Admin fee / account holder | $255 | $17,138-98.5% | $10,961-97.7% | $13,390-98.1% |