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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,952 | $210,698-92.4% | $178,014-91.0% | $145,959-89.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 21.67% | 386.27%-364.6pp | 294.80%-273.1pp | 561.95%-540.3pp |
| Employer contribution / active EE | $3,670 | $4,567-19.6% | $3,950-7.1% | $4,661-21.3% |
| Participant deferral / active EE | $6,915 | $6,958-0.6% | $6,276+10.2% | $6,689+3.4% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |