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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,254 | $175,257-87.9% | $149,717-85.8% | $139,456-84.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 26.01% | 166.70%-140.7pp | 134.41%-108.4pp | 373.45%-347.4pp |
| Employer contribution / active EE | $1,589 | $5,477-71.0% | $4,820-67.0% | $4,753-66.6% |
| Participant deferral / active EE | $5,248 | $6,521-19.5% | $5,682-7.6% | $6,711-21.8% |
| Admin fee / account holder | $33 | $16,156-99.8% | $13,213-99.8% | $11,407-99.7% |