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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,477 | $160,028-87.8% | $147,080-86.8% | $145,884-86.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 14.18% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,275 | $5,286-75.9% | $4,933-74.2% | $4,662-72.7% |
| Participant deferral / active EE | $4,354 | $8,422-48.3% | $8,066-46.0% | $6,690-34.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |