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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,685 | $111,785-86.0% | $93,669-83.3% | $145,877-89.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.65% | 203.79%-190.1pp | 133.59%-119.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,221 | $3,096-60.6% | $2,424-49.6% | $4,663-73.8% |
| Participant deferral / active EE | $2,862 | $4,919-41.8% | $4,416-35.2% | $6,691-57.2% |
| Admin fee / account holder | $193 | $10,256-98.1% | $8,291-97.7% | $13,402-98.6% |