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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,221 | $85,766-67.1% | $136,298-79.3% | $70,126-59.8% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 21.77% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $5,048 | $2,966+70.2% | $4,696+7.5% | $2,343+115.5% |
| Participant deferral / active EE | $3,796 | $5,051-24.8% | $6,247-39.2% | $3,332+13.9% |
| Admin fee / account holder | $281 | $5,421-94.8% | $9,244-97.0% | $4,645-94.0% |