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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,642 | $106,918-80.7% | $84,021-75.4% | $152,897-86.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 30.84% | 105.01%-74.2pp | 71.32%-40.5pp | 345.43%-314.6pp |
| Employer contribution / active EE | $2,628 | $2,735-3.9% | $1,984+32.5% | $4,764-44.8% |
| Participant deferral / active EE | $5,725 | $4,012+42.7% | $3,239+76.8% | $5,851-2.2% |
| Admin fee / account holder | $230 | $8,288-97.2% | $6,102-96.2% | $11,599-98.0% |