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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,553 | $29,716-17.4% | $56,077-56.2% | $80,925-69.7% |
| Participation rate | 94.5% | 41.7%+52.8pp | 52.5%+42.0pp | 67.7%+26.9pp |
| Annual return | 15.97% | 35.30%-19.3pp | 1709.28%-1693.3pp | 35.65%-19.7pp |
| Employer contribution / active EE | $3,529 | $671+425.8% | $1,040+239.2% | $2,756+28.0% |
| Participant deferral / active EE | $1,334 | $1,228+8.6% | $1,954-31.8% | $4,299-69.0% |
| Admin fee / account holder | $251 | $2,432-89.7% | $2,825-91.1% | $6,940-96.4% |