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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,479 | $115,810-82.3% | $101,271-79.8% | $158,966-87.1% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 20.21% | 56.15%-35.9pp | 46.48%-26.3pp | 302.95%-282.7pp |
| Employer contribution / active EE | $6,753 | $4,175+61.7% | $3,660+84.5% | $4,762+41.8% |
| Participant deferral / active EE | $2,689 | $4,958-45.8% | $4,371-38.5% | $5,983-55.1% |
| Admin fee / account holder | $280 | $7,248-96.1% | $5,948-95.3% | $11,250-97.5% |