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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,325 | $159,934-81.7% | $147,005-80.1% | $145,959-79.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.96% | 98.24%-77.3pp | 418.76%-397.8pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,345 | $5,287-55.6% | $4,934-52.5% | $4,661-49.7% |
| Participant deferral / active EE | $5,763 | $8,427-31.6% | $8,070-28.6% | $6,689-13.8% |
| Admin fee / account holder | $128 | $15,053-99.2% | $13,006-99.0% | $13,398-99.0% |