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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,854 | $162,529-87.2% | $130,788-84.1% | $154,746-86.5% |
| Participation rate | 90.9% | 75.9%+15.1pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 24.26% | 510.48%-486.2pp | 386.44%-362.2pp | 172.34%-148.1pp |
| Employer contribution / active EE | $462 | $4,447-89.6% | $3,558-87.0% | $4,379-89.5% |
| Participant deferral / active EE | $5,314 | $4,808+10.5% | $4,137+28.4% | $6,730-21.0% |
| Admin fee / account holder | $19 | $7,669-99.7% | $6,673-99.7% | $14,365-99.9% |