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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,933 | $70,684-76.0% | $169,390-90.0% | $75,173-77.5% |
| Participation rate | 74.1% | 64.8%+9.3pp | 77.2%-3.1pp | 67.2%+6.9pp |
| Annual return | 27.63% | 36.38%-8.8pp | 406.07%-378.4pp | 160.72%-133.1pp |
| Employer contribution / active EE | $2,430 | $2,211+9.9% | $4,013-39.4% | $2,671-9.0% |
| Participant deferral / active EE | $3,874 | $4,310-10.1% | $6,222-37.7% | $4,126-6.1% |
| Admin fee / account holder | $19 | $5,404-99.6% | $9,015-99.8% | $5,651-99.7% |