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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,597 | $183,592-90.4% | $155,574-88.7% | $145,877-87.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 41.11% | 61.37%-20.3pp | 64.87%-23.8pp | 551.28%-510.2pp |
| Employer contribution / active EE | $4,199 | $5,317-21.0% | $4,676-10.2% | $4,663-9.9% |
| Participant deferral / active EE | $8,722 | $6,466+34.9% | $5,629+54.9% | $6,691+30.4% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |