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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,536 | $29,736-24.2% | $56,033-59.8% | $80,935-72.2% |
| Participation rate | 73.5% | 41.7%+31.8pp | 52.5%+21.0pp | 67.7%+5.8pp |
| Annual return | 15.03% | 35.28%-20.2pp | 1711.38%-1696.3pp | 35.66%-20.6pp |
| Employer contribution / active EE | $7,302 | $671+987.4% | $1,041+601.5% | $2,757+164.9% |
| Participant deferral / active EE | $2,276 | $1,228+85.3% | $1,954+16.5% | $4,299-47.1% |
| Admin fee / account holder | $176 | $2,434-92.8% | $2,827-93.8% | $6,924-97.5% |