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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,863 | $29,319-28.8% | $52,425-60.2% | $82,448-74.7% |
| Participation rate | 91.5% | 46.9%+44.6pp | 55.6%+35.9pp | 68.1%+23.4pp |
| Annual return | 27.16% | 535.20%-508.0pp | 302.12%-275.0pp | 41.64%-14.5pp |
| Employer contribution / active EE | $2,582 | $586+340.3% | $914+182.4% | $2,551+1.2% |
| Participant deferral / active EE | $1,950 | $1,171+66.5% | $1,790+8.9% | $4,139-52.9% |
| Admin fee / account holder | $250 | $1,962-87.3% | $2,495-90.0% | $7,234-96.5% |