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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,909 | $148,623-86.6% | $135,974-85.4% | $139,466-85.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 37.57% | 79.30%-41.7pp | 68.30%-30.7pp | 373.66%-336.1pp |
| Employer contribution / active EE | $1,679 | $5,246-68.0% | $4,859-65.4% | $4,754-64.7% |
| Participant deferral / active EE | $11,483 | $8,103+41.7% | $7,760+48.0% | $6,712+71.1% |
| Admin fee / account holder | $23 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |