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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,521 | $134,817-81.1% | $123,973-79.4% | $155,188-83.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 14.23% | 515.49%-501.3pp | 388.13%-373.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,134 | $4,425-51.8% | $4,126-48.3% | $4,248-49.8% |
| Participant deferral / active EE | $3,300 | $5,706-42.2% | $5,247-37.1% | $6,531-49.5% |
| Admin fee / account holder | $290 | $13,245-97.8% | $11,799-97.5% | $14,480-98.0% |