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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,232 | $108,695-33.5% | $74,722-3.3% | $152,897-52.8% |
| Participation rate | 90.0% | 65.4%+24.6pp | 54.5%+35.5pp | 82.5%+7.5pp |
| Annual return | 19.43% | 114.11%-94.7pp | 753.11%-733.7pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,199 | $1,504-20.3% | $1,084+10.6% | $4,764-74.8% |
| Participant deferral / active EE | $2,320 | $2,712-14.5% | $1,963+18.2% | $5,851-60.4% |
| Admin fee / account holder | $9 | $4,906-99.8% | $3,335-99.7% | $11,599-99.9% |