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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,788 | $29,319-32.5% | $52,425-62.3% | $82,448-76.0% |
| Participation rate | 81.3% | 46.9%+34.4pp | 55.6%+25.6pp | 68.1%+13.2pp |
| Annual return | 16.39% | 535.20%-518.8pp | 302.12%-285.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,550 | $586+675.8% | $914+397.7% | $2,551+78.4% |
| Participant deferral / active EE | $2,037 | $1,171+73.9% | $1,790+13.8% | $4,139-50.8% |
| Admin fee / account holder | $25 | $1,962-98.7% | $2,495-99.0% | $7,234-99.7% |