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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,463 | $52,353-62.8% | $120,225-83.8% | $82,448-76.4% |
| Participation rate | 89.3% | 58.3%+31.0pp | 69.6%+19.7pp | 68.1%+21.2pp |
| Annual return | 21.52% | 61.85%-40.3pp | 439.23%-417.7pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,415 | $1,510+59.9% | $3,475-30.5% | $2,551-5.3% |
| Participant deferral / active EE | $4,300 | $2,627+63.7% | $3,999+7.5% | $4,139+3.9% |
| Admin fee / account holder | $249 | $4,363-94.3% | $5,696-95.6% | $7,234-96.6% |