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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,020 | $70,366-75.8% | $66,674-74.5% | $138,895-87.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 16.88% | 386.41%-369.5pp | 321.24%-304.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,073 | $2,765-25.0% | $2,620-20.9% | $4,194-50.6% |
| Participant deferral / active EE | $3,933 | $4,374-10.1% | $4,084-3.7% | $6,396-38.5% |
| Admin fee / account holder | $167 | $5,262-96.8% | $5,098-96.7% | $12,562-98.7% |