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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,135 | $108,922-77.8% | $100,398-76.0% | $145,978-83.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.86% | 58.04%-43.2pp | 49.32%-34.5pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,731 | $4,426-60.9% | $3,946-56.1% | $4,662-62.9% |
| Participant deferral / active EE | $4,508 | $8,450-46.6% | $8,084-44.2% | $6,690-32.6% |
| Admin fee / account holder | $288 | $9,680-97.0% | $7,893-96.4% | $13,400-97.9% |