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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,521 | $49,199-60.3% | $121,210-83.9% | $75,177-74.0% |
| Participation rate | 88.9% | 55.4%+33.5pp | 69.5%+19.3pp | 67.2%+21.7pp |
| Annual return | 30.48% | 56.04%-25.6pp | 987.41%-956.9pp | 160.75%-130.3pp |
| Employer contribution / active EE | $2,544 | $1,547+64.4% | $4,171-39.0% | $2,671-4.8% |
| Participant deferral / active EE | $5,487 | $2,630+108.7% | $4,084+34.4% | $4,126+33.0% |
| Admin fee / account holder | $190 | $3,946-95.2% | $5,647-96.6% | $5,651-96.6% |