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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,659 | $85,766-71.2% | $136,298-81.9% | $70,126-64.8% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 21.35% | 31.46%-10.1pp | 5156.27%-5134.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $2,501 | $2,966-15.7% | $4,696-46.7% | $2,343+6.7% |
| Participant deferral / active EE | $3,793 | $5,051-24.9% | $6,247-39.3% | $3,332+13.9% |
| Admin fee / account holder | $207 | $5,421-96.2% | $9,244-97.8% | $4,645-95.5% |