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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,791 | $100,911-86.3% | $90,440-84.8% | $158,966-91.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 20.84% | 1726.62%-1705.8pp | 1294.38%-1273.5pp | 302.95%-282.1pp |
| Employer contribution / active EE | $3,614 | $3,690-2.1% | $3,263+10.8% | $4,762-24.1% |
| Participant deferral / active EE | $2,839 | $4,348-34.7% | $3,964-28.4% | $5,983-52.5% |
| Admin fee / account holder | $213 | $6,507-96.7% | $5,615-96.2% | $11,250-98.1% |