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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,458 | $111,785-81.7% | $93,669-78.2% | $145,877-86.0% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 21.37% | 203.79%-182.4pp | 133.59%-112.2pp | 551.28%-529.9pp |
| Employer contribution / active EE | $1,986 | $3,096-35.8% | $2,424-18.0% | $4,663-57.4% |
| Participant deferral / active EE | $5,434 | $4,919+10.5% | $4,416+23.1% | $6,691-18.8% |
| Admin fee / account holder | $16 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |