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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,068 | $108,942-79.7% | $100,415-78.0% | $145,897-84.9% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 16.10% | 58.27%-42.2pp | 49.47%-33.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,804 | $4,422-36.6% | $3,943-28.9% | $4,663-39.9% |
| Participant deferral / active EE | $7,098 | $8,461-16.1% | $8,091-12.3% | $6,689+6.1% |
| Admin fee / account holder | $254 | $9,702-97.4% | $7,906-96.8% | $13,390-98.1% |