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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,468 | $49,199-46.2% | $121,204-78.2% | $75,173-64.8% |
| Participation rate | 79.5% | 55.4%+24.1pp | 69.5%+10.0pp | 67.2%+12.3pp |
| Annual return | 14.65% | 56.04%-41.4pp | 987.18%-972.5pp | 160.72%-146.1pp |
| Employer contribution / active EE | $2,299 | $1,547+48.6% | $4,170-44.9% | $2,671-13.9% |
| Participant deferral / active EE | $1,244 | $2,630-52.7% | $4,083-69.5% | $4,126-69.8% |
| Admin fee / account holder | $41 | $3,946-99.0% | $5,651-99.3% | $5,651-99.3% |