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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,269 | $817,678-97.2% | $392,568-94.1% | $152,897-84.8% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.1%+15.7pp | 82.5%+11.3pp |
| Annual return | 42.52% | 22.84%+19.7pp | 24.42%+18.1pp | 345.43%-302.9pp |
| Employer contribution / active EE | $2,834 | $5,502-48.5% | $3,783-25.1% | $4,764-40.5% |
| Participant deferral / active EE | $7,492 | $8,398-10.8% | $5,985+25.2% | $5,851+28.0% |
| Admin fee / account holder | $294 | $12,095-97.6% | $6,260-95.3% | $11,599-97.5% |