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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,898 | $118,877-82.4% | $96,570-78.4% | $167,536-87.5% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.8pp | 82.1%+4.6pp |
| Annual return | 15.37% | 50.50%-35.1pp | 37.79%-22.4pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,575 | $3,121-49.5% | $2,357-33.2% | $4,839-67.4% |
| Participant deferral / active EE | $5,841 | $4,617+26.5% | $3,849+51.7% | $6,342-7.9% |
| Admin fee / account holder | $28 | $8,069-99.7% | $6,182-99.5% | $12,315-99.8% |