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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,352 | $107,030-80.1% | $73,550-71.0% | $147,586-85.5% |
| Participation rate | 85.7% | 66.4%+19.3pp | 54.9%+30.8pp | 82.8%+2.9pp |
| Annual return | 41.67% | 38.25%+3.4pp | -15.16%+56.8pp | 578.59%-536.9pp |
| Employer contribution / active EE | $3,639 | $1,760+106.7% | $1,219+198.5% | $4,876-25.4% |
| Participant deferral / active EE | $5,573 | $2,458+126.7% | $1,804+208.9% | $5,439+2.5% |
| Admin fee / account holder | $55 | $3,055-98.2% | $2,320-97.6% | $10,886-99.5% |