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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,167 | $110,039-89.9% | $97,260-88.5% | $145,884-92.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 16.39% | 244.44%-228.1pp | 75.54%-59.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,352 | $3,074-23.5% | $2,721-13.6% | $4,662-49.6% |
| Participant deferral / active EE | $3,481 | $4,674-25.5% | $4,262-18.3% | $6,690-48.0% |
| Admin fee / account holder | $189 | $6,204-97.0% | $5,640-96.7% | $13,392-98.6% |