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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,074 | $70,366-65.8% | $66,674-63.9% | $138,895-82.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 22.18% | 386.41%-364.2pp | 321.24%-299.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,246 | $2,765-54.9% | $2,620-52.4% | $4,194-70.3% |
| Participant deferral / active EE | $5,401 | $4,374+23.5% | $4,084+32.2% | $6,396-15.6% |
| Admin fee / account holder | $214 | $5,262-95.9% | $5,098-95.8% | $12,562-98.3% |