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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,996 | $115,810-85.3% | $101,271-83.2% | $158,966-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.33% | 56.15%-39.8pp | 46.48%-30.1pp | 302.95%-286.6pp |
| Employer contribution / active EE | $3,151 | $4,175-24.5% | $3,660-13.9% | $4,762-33.8% |
| Participant deferral / active EE | $4,726 | $4,958-4.7% | $4,371+8.1% | $5,983-21.0% |
| Admin fee / account holder | $232 | $7,248-96.8% | $5,948-96.1% | $11,250-97.9% |