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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,067 | $48,053-58.2% | $84,637-76.3% | $72,976-72.5% |
| Participation rate | 85.2% | 57.6%+27.6pp | 68.2%+16.9pp | 69.5%+15.7pp |
| Annual return | 20.99% | 37.39%-16.4pp | 258.82%-237.8pp | 81.02%-60.0pp |
| Employer contribution / active EE | $3,696 | $1,602+130.7% | $2,653+39.3% | $2,440+51.5% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $223 | $3,395-93.4% | $4,914-95.5% | $5,124-95.6% |