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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,750 | $159,934-83.3% | $147,005-81.8% | $145,959-81.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.40% | 98.24%-83.8pp | 418.76%-404.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,901 | $5,287-64.0% | $4,934-61.5% | $4,661-59.2% |
| Participant deferral / active EE | $3,466 | $8,427-58.9% | $8,070-57.1% | $6,689-48.2% |
| Admin fee / account holder | $115 | $15,053-99.2% | $13,006-99.1% | $13,398-99.1% |