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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,208 | $65,566-63.1% | $86,235-71.9% | $75,177-67.8% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.3pp |
| Annual return | 16.73% | 46.07%-29.3pp | 1170.03%-1153.3pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,152 | $1,553-25.8% | $2,381-51.6% | $2,671-56.9% |
| Participant deferral / active EE | $2,170 | $3,023-28.2% | $3,987-45.6% | $4,126-47.4% |
| Admin fee / account holder | $235 | $5,470-95.7% | $6,856-96.6% | $5,651-95.8% |