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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,098 | $67,823-63.0% | $52,425-52.1% | $137,256-81.7% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 23.28% | 219.11%-195.8pp | 302.12%-278.8pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,641 | $1,163+41.1% | $914+79.5% | $4,156-60.5% |
| Participant deferral / active EE | $5,740 | $2,288+150.9% | $1,790+220.6% | $6,407-10.4% |
| Admin fee / account holder | $34 | $2,844-98.8% | $2,495-98.6% | $12,270-99.7% |