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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,195 | $67,823-20.1% | $52,425+3.4% | $137,256-60.5% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 19.71% | 219.11%-199.4pp | 302.12%-282.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,236 | $1,163+6.3% | $914+35.2% | $4,156-70.3% |
| Participant deferral / active EE | $2,810 | $2,288+22.8% | $1,790+56.9% | $6,407-56.1% |
| Admin fee / account holder | $78 | $2,844-97.3% | $2,495-96.9% | $12,270-99.4% |