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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,645 | $69,118-75.9% | $53,647-69.0% | $138,895-88.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 19.57% | 248.26%-228.7pp | 358.33%-338.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,504 | $1,189+110.5% | $962+160.3% | $4,194-40.3% |
| Participant deferral / active EE | $4,118 | $2,274+81.1% | $1,813+127.1% | $6,396-35.6% |
| Admin fee / account holder | $230 | $2,724-91.6% | $2,460-90.7% | $12,562-98.2% |