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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,916 | $103,000-76.8% | $90,300-73.5% | $152,885-84.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 26.85% | 95.19%-68.3pp | 78.11%-51.3pp | 345.39%-318.5pp |
| Employer contribution / active EE | $1,421 | $3,138-54.7% | $2,854-50.2% | $4,763-70.2% |
| Participant deferral / active EE | $4,676 | $4,281+9.2% | $3,884+20.4% | $5,851-20.1% |
| Admin fee / account holder | $11 | $6,173-99.8% | $5,353-99.8% | $11,598-99.9% |