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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,706 | $111,535-86.8% | $105,223-86.0% | $137,256-89.3% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 23.46% | 237.85%-214.4pp | 180.65%-157.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,230 | $3,939-43.4% | $3,689-39.5% | $4,156-46.3% |
| Participant deferral / active EE | $4,396 | $5,500-20.1% | $5,072-13.3% | $6,407-31.4% |
| Admin fee / account holder | $62 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |