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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,854 | $154,754-86.5% | $124,206-83.2% | $138,895-85.0% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.6%+21.3pp | 79.9%+11.0pp |
| Annual return | 24.26% | 709.28%-685.0pp | 515.27%-491.0pp | 145.39%-121.1pp |
| Employer contribution / active EE | $462 | $4,446-89.6% | $3,540-87.0% | $4,194-89.0% |
| Participant deferral / active EE | $5,314 | $4,621+15.0% | $3,968+33.9% | $6,396-16.9% |
| Admin fee / account holder | $19 | $6,690-99.7% | $5,929-99.7% | $12,562-99.8% |