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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,933 | $70,666-76.0% | $169,385-90.0% | $75,181-77.5% |
| Participation rate | 74.1% | 64.8%+9.3pp | 77.2%-3.1pp | 67.2%+6.9pp |
| Annual return | 27.63% | 36.37%-8.7pp | 405.82%-378.2pp | 160.69%-133.1pp |
| Employer contribution / active EE | $2,430 | $2,210+10.0% | $4,012-39.4% | $2,671-9.0% |
| Participant deferral / active EE | $3,874 | $4,308-10.1% | $6,221-37.7% | $4,126-6.1% |
| Admin fee / account holder | $19 | $5,402-99.6% | $9,011-99.8% | $5,650-99.7% |