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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,154 | $162,529-82.1% | $130,788-77.7% | $154,746-81.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 21.18% | 510.48%-489.3pp | 386.44%-365.3pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,467 | $4,447-22.0% | $3,558-2.6% | $4,379-20.8% |
| Participant deferral / active EE | $3,976 | $4,808-17.3% | $4,137-3.9% | $6,730-40.9% |
| Admin fee / account holder | $48 | $7,669-99.4% | $6,673-99.3% | $14,365-99.7% |