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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,876 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 82.6% | 83.8%-1.2pp | 82.1%+0.5pp | 80.0%+2.6pp |
| Annual return | 49.88% | 74.59%-24.7pp | 66.58%-16.7pp | 220.34%-170.5pp |
| Employer contribution / active EE | $2,709 | $4,804-43.6% | $4,554-40.5% | $4,156-34.8% |
| Participant deferral / active EE | $3,656 | $8,216-55.5% | $7,897-53.7% | $6,407-42.9% |
| Admin fee / account holder | $94 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |