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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,290 | $75,832-74.6% | $147,617-86.9% | $59,633-67.7% |
| Participation rate | 87.2% | 71.6%+15.7pp | 84.6%+2.6pp | 68.7%+18.6pp |
| Annual return | 16.87% | 0.37%+16.5pp | 61.98%-45.1pp | 2041.45%-2024.6pp |
| Employer contribution / active EE | $3,628 | $3,485+4.1% | $5,564-34.8% | $2,203+64.7% |
| Participant deferral / active EE | $2,169 | $3,131-30.7% | $4,895-55.7% | $3,192-32.1% |
| Admin fee / account holder | $112 | $5,986-98.1% | $11,612-99.0% | $4,297-97.4% |