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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,439 | $29,319-30.3% | $52,425-61.0% | $82,448-75.2% |
| Participation rate | 70.4% | 46.9%+23.5pp | 55.6%+14.7pp | 68.1%+2.3pp |
| Annual return | 21.55% | 535.20%-513.7pp | 302.12%-280.6pp | 41.64%-20.1pp |
| Employer contribution / active EE | $700 | $586+19.4% | $914-23.4% | $2,551-72.5% |
| Participant deferral / active EE | $1,520 | $1,171+29.7% | $1,790-15.1% | $4,139-63.3% |
| Admin fee / account holder | $41 | $1,962-97.9% | $2,495-98.3% | $7,234-99.4% |