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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,691 | $165,584-86.3% | $142,942-84.1% | $137,256-83.5% |
| Participation rate | 90.0% | 80.1%+9.9pp | 76.8%+13.2pp | 80.0%+10.0pp |
| Annual return | 91.74% | 164.22%-72.5pp | 113.70%-22.0pp | 220.34%-128.6pp |
| Employer contribution / active EE | $1,587 | $4,725-66.4% | $4,139-61.7% | $4,156-61.8% |
| Participant deferral / active EE | $8,173 | $8,194-0.2% | $7,128+14.7% | $6,407+27.6% |
| Admin fee / account holder | $27 | $16,167-99.8% | $12,475-99.8% | $12,270-99.8% |