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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,500 | $81,696-65.1% | $70,494-59.6% | $158,982-82.1% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 23.31% | 208.70%-185.4pp | 109.16%-85.8pp | 302.99%-279.7pp |
| Employer contribution / active EE | $804 | $3,220-75.0% | $2,738-70.6% | $4,763-83.1% |
| Participant deferral / active EE | $5,624 | $4,558+23.4% | $3,711+51.6% | $5,983-6.0% |
| Admin fee / account holder | $20 | $6,200-99.7% | $3,848-99.5% | $11,252-99.8% |