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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,863 | $28,624-27.1% | $53,647-61.1% | $82,637-74.8% |
| Participation rate | 91.5% | 47.3%+44.2pp | 56.3%+35.2pp | 68.1%+23.4pp |
| Annual return | 27.16% | 664.98%-637.8pp | 358.33%-331.2pp | 53.51%-26.3pp |
| Employer contribution / active EE | $2,582 | $637+305.6% | $962+168.4% | $2,552+1.2% |
| Participant deferral / active EE | $1,950 | $1,196+63.0% | $1,813+7.5% | $4,126-52.7% |
| Admin fee / account holder | $250 | $2,022-87.6% | $2,460-89.8% | $7,339-96.6% |