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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,679 | $103,008-80.9% | $90,304-78.2% | $152,897-87.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 28.29% | 95.22%-66.9pp | 78.13%-49.8pp | 345.43%-317.1pp |
| Employer contribution / active EE | $2,725 | $3,139-13.2% | $2,855-4.5% | $4,764-42.8% |
| Participant deferral / active EE | $5,524 | $4,281+29.0% | $3,885+42.2% | $5,851-5.6% |
| Admin fee / account holder | $74 | $6,175-98.8% | $5,354-98.6% | $11,599-99.4% |