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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,721 | $63,346-56.2% | $92,240-69.9% | $70,126-60.5% |
| Participation rate | 76.7% | 68.7%+8.0pp | 76.5%+0.2pp | 69.5%+7.1pp |
| Annual return | 19.60% | 530.19%-510.6pp | 176.29%-156.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,767 | $2,471-28.5% | $3,680-52.0% | $2,343-24.6% |
| Participant deferral / active EE | $2,935 | $2,854+2.9% | $3,897-24.7% | $3,332-11.9% |
| Admin fee / account holder | $115 | $3,841-97.0% | $5,194-97.8% | $4,645-97.5% |