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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,138 | $56,511-53.7% | $185,837-85.9% | $86,813-69.9% |
| Participation rate | 98.3% | 65.5%+32.8pp | 81.7%+16.6pp | 72.3%+26.0pp |
| Annual return | 18.64% | 118.12%-99.5pp | 122.08%-103.4pp | 97.93%-79.3pp |
| Employer contribution / active EE | $2,720 | $1,844+47.5% | $5,168-47.4% | $2,406+13.0% |
| Participant deferral / active EE | $5,715 | $2,554+123.7% | $5,568+2.6% | $4,131+38.3% |
| Admin fee / account holder | $133 | $150-11.3% | $16,241-99.2% | $170-21.7% |