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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,893 | $166,131-85.0% | $164,975-84.9% | $145,877-82.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.91% | 100.37%-85.5pp | 70.12%-55.2pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,379 | $5,276-36.0% | $4,343-22.2% | $4,663-27.5% |
| Participant deferral / active EE | $6,517 | $6,962-6.4% | $6,033+8.0% | $6,691-2.6% |
| Admin fee / account holder | $148 | $16,648-99.1% | $12,688-98.8% | $13,402-98.9% |