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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,106 | $55,470-60.1% | $155,556-85.8% | $74,478-70.3% |
| Participation rate | 81.7% | 61.9%+19.8pp | 78.2%+3.5pp | 67.2%+14.5pp |
| Annual return | 11.98% | 269.80%-257.8pp | 64.84%-52.9pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $1,229 | $2,267-45.8% | $4,675-73.7% | $2,626-53.2% |
| Participant deferral / active EE | $2,410 | $2,838-15.1% | $5,631-57.2% | $4,350-44.6% |
| Admin fee / account holder | $26 | $1,744-98.5% | $15,885-99.8% | $1,946-98.7% |