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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,224 | $109,967-78.9% | $97,197-76.1% | $145,877-84.1% |
| Participation rate | 77.8% | 76.0%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 13.19% | 244.27%-231.1pp | 75.47%-62.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,278 | $3,077-58.5% | $2,723-53.1% | $4,663-72.6% |
| Participant deferral / active EE | $2,506 | $4,676-46.4% | $4,263-41.2% | $6,691-62.5% |
| Admin fee / account holder | $207 | $6,199-96.7% | $5,637-96.3% | $13,402-98.5% |