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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,798 | $107,353-75.0% | $92,903-71.2% | $152,885-82.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 16.97% | 145.62%-128.7pp | 109.43%-92.5pp | 345.39%-328.4pp |
| Employer contribution / active EE | $2,318 | $4,222-45.1% | $3,653-36.5% | $4,763-51.3% |
| Participant deferral / active EE | $5,997 | $4,848+23.7% | $4,238+41.5% | $5,851+2.5% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |