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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,628 | $96,524-74.5% | $75,900-67.6% | $152,909-83.9% |
| Participation rate | 86.7% | 76.2%+10.5pp | 69.3%+17.4pp | 82.5%+4.2pp |
| Annual return | 20.44% | 33.93%-13.5pp | 30.73%-10.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $3,766 | $3,311+13.8% | $2,501+50.6% | $4,764-20.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16 | $8,082-99.8% | $5,421-99.7% | $11,601-99.9% |