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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,961 | $67,823-39.6% | $52,425-21.9% | $137,256-70.2% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 13.78% | 219.11%-205.3pp | 302.12%-288.3pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,651 | $1,163+42.0% | $914+80.6% | $4,156-60.3% |
| Participant deferral / active EE | $4,463 | $2,288+95.1% | $1,790+149.3% | $6,407-30.3% |
| Admin fee / account holder | $226 | $2,844-92.1% | $2,495-91.0% | $12,270-98.2% |