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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,069 | $134,817-85.9% | $123,973-84.6% | $155,188-87.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 16.48% | 515.49%-499.0pp | 388.13%-371.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,811 | $4,425-13.9% | $4,126-7.6% | $4,248-10.3% |
| Participant deferral / active EE | $3,138 | $5,706-45.0% | $5,247-40.2% | $6,531-52.0% |
| Admin fee / account holder | $212 | $13,245-98.4% | $11,799-98.2% | $14,480-98.5% |