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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,833 | $67,823-82.6% | $52,425-77.4% | $137,256-91.4% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 22.80% | 219.11%-196.3pp | 302.12%-279.3pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,049 | $1,163+76.2% | $914+124.1% | $4,156-50.7% |
| Participant deferral / active EE | $2,729 | $2,288+19.3% | $1,790+52.4% | $6,407-57.4% |
| Admin fee / account holder | $26 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |