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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,791 | $100,895-86.3% | $90,430-84.7% | $158,950-91.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 20.84% | 1725.54%-1704.7pp | 1293.73%-1272.9pp | 302.91%-282.1pp |
| Employer contribution / active EE | $3,614 | $3,689-2.0% | $3,262+10.8% | $4,762-24.1% |
| Participant deferral / active EE | $2,839 | $4,347-34.7% | $3,963-28.3% | $5,983-52.5% |
| Admin fee / account holder | $213 | $6,505-96.7% | $5,613-96.2% | $11,248-98.1% |