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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,397 | $115,814-82.4% | $101,275-79.9% | $158,982-87.2% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 20.19% | 56.16%-36.0pp | 46.48%-26.3pp | 302.99%-282.8pp |
| Employer contribution / active EE | $3,124 | $4,176-25.2% | $3,660-14.6% | $4,763-34.4% |
| Participant deferral / active EE | $5,807 | $4,958+17.1% | $4,371+32.9% | $5,983-2.9% |
| Admin fee / account holder | $220 | $7,249-97.0% | $5,948-96.3% | $11,252-98.0% |