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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,651 | $111,787-77.1% | $93,681-72.6% | $145,978-82.4% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | 16.52% | 203.52%-187.0pp | 133.47%-117.0pp | 550.52%-534.0pp |
| Employer contribution / active EE | $8,762 | $3,093+183.3% | $2,422+261.7% | $4,662+88.0% |
| Participant deferral / active EE | $4,262 | $4,918-13.3% | $4,415-3.5% | $6,690-36.3% |
| Admin fee / account holder | $139 | $10,256-98.6% | $8,290-98.3% | $13,400-99.0% |