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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,087 | $111,535-87.4% | $105,223-86.6% | $137,256-89.7% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 20.68% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,570 | $3,939-60.2% | $3,689-57.4% | $4,156-62.2% |
| Participant deferral / active EE | $3,348 | $5,500-39.1% | $5,072-34.0% | $6,407-47.7% |
| Admin fee / account holder | $48 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |