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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,988 | $115,810-81.9% | $101,271-79.3% | $158,966-86.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 33.98% | 56.15%-22.2pp | 46.48%-12.5pp | 302.95%-269.0pp |
| Employer contribution / active EE | $10,418 | $4,175+149.5% | $3,660+184.6% | $4,762+118.8% |
| Participant deferral / active EE | $1,439 | $4,958-71.0% | $4,371-67.1% | $5,983-75.9% |
| Admin fee / account holder | $18 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |