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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,749 | $63,346-62.5% | $92,240-74.3% | $70,126-66.1% |
| Participation rate | 78.1% | 68.7%+9.5pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 20.13% | 530.19%-510.1pp | 176.29%-156.2pp | 73.15%-53.0pp |
| Employer contribution / active EE | $1,288 | $2,471-47.9% | $3,680-65.0% | $2,343-45.0% |
| Participant deferral / active EE | $2,628 | $2,854-7.9% | $3,897-32.6% | $3,332-21.1% |
| Admin fee / account holder | $48 | $3,841-98.8% | $5,194-99.1% | $4,645-99.0% |