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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,909 | $96,643-73.2% | $86,617-70.1% | $139,456-81.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.30% | 106.57%-86.3pp | 591.91%-571.6pp | 373.45%-353.2pp |
| Employer contribution / active EE | $1,901 | $3,264-41.8% | $3,023-37.1% | $4,753-60.0% |
| Participant deferral / active EE | $7,169 | $4,835+48.3% | $4,437+61.6% | $6,711+6.8% |
| Admin fee / account holder | $222 | $6,406-96.5% | $5,613-96.0% | $11,407-98.1% |