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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,874 | $51,638-53.8% | $68,368-65.1% | $82,448-71.0% |
| Participation rate | 84.4% | 63.6%+20.8pp | 73.8%+10.6pp | 68.1%+16.3pp |
| Annual return | 55.64% | 37.53%+18.1pp | 292.57%-236.9pp | 41.64%+14.0pp |
| Employer contribution / active EE | $1,467 | $2,047-28.3% | $2,649-44.6% | $2,551-42.5% |
| Participant deferral / active EE | $3,038 | $2,914+4.3% | $4,123-26.3% | $4,139-26.6% |
| Admin fee / account holder | $54 | $4,643-98.8% | $5,150-99.0% | $7,234-99.3% |