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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,325 | $150,346-67.2% | $120,524-59.1% | $145,877-66.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 22.49% | 154.40%-131.9pp | 107.36%-84.9pp | 551.28%-528.8pp |
| Employer contribution / active EE | $1,283 | $4,353-70.5% | $3,469-63.0% | $4,663-72.5% |
| Participant deferral / active EE | $2,256 | $6,172-63.5% | $4,994-54.8% | $6,691-66.3% |
| Admin fee / account holder | $9 | $12,215-99.9% | $9,440-99.9% | $13,402-99.9% |