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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,441 | $63,346-61.4% | $92,240-73.5% | $70,126-65.1% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 19.92% | 530.19%-510.3pp | 176.29%-156.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $2,354 | $2,471-4.7% | $3,680-36.0% | $2,343+0.5% |
| Participant deferral / active EE | $4,084 | $2,854+43.1% | $3,897+4.8% | $3,332+22.6% |
| Admin fee / account holder | $92 | $3,841-97.6% | $5,194-98.2% | $4,645-98.0% |