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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,679 | $103,008-76.0% | $90,304-72.7% | $152,897-83.9% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 18.35% | 95.22%-76.9pp | 78.13%-59.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $2,658 | $3,139-15.3% | $2,855-6.9% | $4,764-44.2% |
| Participant deferral / active EE | $1,287 | $4,281-69.9% | $3,885-66.9% | $5,851-78.0% |
| Admin fee / account holder | $298 | $6,175-95.2% | $5,354-94.4% | $11,599-97.4% |