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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,556 | $95,580-78.5% | $76,872-73.3% | $139,466-85.3% |
| Participation rate | 85.7% | 74.0%+11.7pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 29.24% | 55.00%-25.8pp | 37.90%-8.7pp | 373.66%-344.4pp |
| Employer contribution / active EE | $1,368 | $3,145-56.5% | $2,533-46.0% | $4,754-71.2% |
| Participant deferral / active EE | $6,961 | $4,623+50.6% | $3,832+81.6% | $6,712+3.7% |
| Admin fee / account holder | $21 | $8,302-99.7% | $5,476-99.6% | $11,409-99.8% |