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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,471 | $118,875-83.6% | $96,572-79.8% | $167,553-88.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 18.09% | 50.50%-32.4pp | 37.79%-19.7pp | 478.89%-460.8pp |
| Employer contribution / active EE | $3,681 | $3,121+18.0% | $2,357+56.2% | $4,840-23.9% |
| Participant deferral / active EE | $2,214 | $4,617-52.0% | $3,850-42.5% | $6,343-65.1% |
| Admin fee / account holder | $30 | $8,070-99.6% | $6,183-99.5% | $12,316-99.8% |