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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,854 | $167,030-87.5% | $135,768-84.6% | $155,188-86.6% |
| Participation rate | 90.9% | 76.2%+14.8pp | 71.1%+19.8pp | 80.8%+10.1pp |
| Annual return | 24.26% | 678.39%-654.1pp | 526.10%-501.8pp | 148.84%-124.6pp |
| Employer contribution / active EE | $462 | $4,132-88.8% | $3,394-86.4% | $4,248-89.1% |
| Participant deferral / active EE | $5,314 | $4,528+17.4% | $3,977+33.6% | $6,531-18.6% |
| Admin fee / account holder | $19 | $8,172-99.8% | $7,048-99.7% | $14,480-99.9% |