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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,393 | $81,632-67.7% | $70,455-62.5% | $158,931-83.4% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 25.67% | 208.48%-182.8pp | 109.06%-83.4pp | 302.86%-277.2pp |
| Employer contribution / active EE | $1,696 | $3,217-47.3% | $2,737-38.0% | $4,761-64.4% |
| Participant deferral / active EE | $4,208 | $4,554-7.6% | $3,709+13.5% | $5,982-29.7% |
| Admin fee / account holder | $243 | $6,193-96.1% | $3,845-93.7% | $11,247-97.8% |