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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,340 | $71,230-72.8% | $93,727-79.4% | $80,959-76.1% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.7%+14.2pp |
| Annual return | 69.43% | 11.26%+58.2pp | 133.83%-64.4pp | 35.67%+33.8pp |
| Employer contribution / active EE | $2,583 | $1,565+65.0% | $2,421+6.7% | $2,757-6.3% |
| Participant deferral / active EE | $4,287 | $4,037+6.2% | $4,417-2.9% | $4,300-0.3% |
| Admin fee / account holder | $104 | $6,961-98.5% | $8,292-98.7% | $6,925-98.5% |