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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,079 | $115,903-82.7% | $100,528-80.0% | $158,966-87.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 80.98% | 34.80%+46.2pp | 30.90%+50.1pp | 302.95%-222.0pp |
| Employer contribution / active EE | $3,342 | $4,105-18.6% | $3,419-2.2% | $4,762-29.8% |
| Participant deferral / active EE | $7,066 | $6,677+5.8% | $6,271+12.7% | $5,983+18.1% |
| Admin fee / account holder | $95 | $11,000-99.1% | $8,084-98.8% | $11,250-99.2% |