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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,882 | $65,434-58.9% | $98,483-72.7% | $85,847-68.7% |
| Participation rate | 73.5% | 65.0%+8.5pp | 73.3%+0.2pp | 69.3%+4.2pp |
| Annual return | 32.82% | 21.75%+11.1pp | 1494.38%-1461.6pp | 318.61%-285.8pp |
| Employer contribution / active EE | $1,317 | $2,169-39.3% | $2,961-55.5% | $2,565-48.7% |
| Participant deferral / active EE | $1,681 | $3,168-46.9% | $4,276-60.7% | $3,952-57.5% |
| Admin fee / account holder | $132 | $4,595-97.1% | $5,953-97.8% | $6,261-97.9% |