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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,765 | $118,875-83.4% | $96,572-79.5% | $167,553-88.2% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 26.81% | 50.50%-23.7pp | 37.79%-11.0pp | 478.89%-452.1pp |
| Employer contribution / active EE | $1,900 | $3,121-39.1% | $2,357-19.4% | $4,840-60.7% |
| Participant deferral / active EE | $5,462 | $4,617+18.3% | $3,850+41.9% | $6,343-13.9% |
| Admin fee / account holder | $33 | $8,070-99.6% | $6,183-99.5% | $12,316-99.7% |