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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,201 | $45,123-48.6% | $85,240-72.8% | $74,478-68.8% |
| Participation rate | 94.9% | 49.4%+45.5pp | 67.5%+27.3pp | 67.2%+27.7pp |
| Annual return | 14.85% | 26.32%-11.5pp | 66.75%-51.9pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $1,477 | $1,459+1.2% | $2,735-46.0% | $2,626-43.8% |
| Participant deferral / active EE | $2,638 | $2,736-3.6% | $4,527-41.7% | $4,350-39.4% |
| Admin fee / account holder | $18 | $2,215-99.2% | $6,165-99.7% | $1,946-99.1% |