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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,715 | $124,330-80.1% | $109,173-77.4% | $167,536-85.2% |
| Participation rate | 81.3% | 79.5%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 17.37% | 26.04%-8.7pp | 25.75%-8.4pp | 478.82%-461.4pp |
| Employer contribution / active EE | $8,804 | $4,209+109.2% | $3,723+136.5% | $4,839+81.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $126 | $7,974-98.4% | $6,755-98.1% | $12,315-99.0% |