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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,477 | $65,566-68.8% | $86,235-76.3% | $75,177-72.8% |
| Participation rate | 92.5% | 60.5%+32.0pp | 69.0%+23.5pp | 67.2%+25.3pp |
| Annual return | 18.90% | 46.07%-27.2pp | 1170.03%-1151.1pp | 160.75%-141.8pp |
| Employer contribution / active EE | $2,027 | $1,553+30.5% | $2,381-14.9% | $2,671-24.1% |
| Participant deferral / active EE | $3,128 | $3,023+3.5% | $3,987-21.5% | $4,126-24.2% |
| Admin fee / account holder | $128 | $5,470-97.7% | $6,856-98.1% | $5,651-97.7% |