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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,916 | $172,111-91.9% | $150,298-90.7% | $137,256-89.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 47.64% | 69.37%-21.7pp | 62.79%-15.1pp | 220.34%-172.7pp |
| Employer contribution / active EE | $3,170 | $4,636-31.6% | $4,154-23.7% | $4,156-23.7% |
| Participant deferral / active EE | $5,221 | $6,166-15.3% | $5,453-4.2% | $6,407-18.5% |
| Admin fee / account holder | $37 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |