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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,475 | $100,911-72.8% | $90,440-69.6% | $158,966-82.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 24.06% | 1726.62%-1702.6pp | 1294.38%-1270.3pp | 302.95%-278.9pp |
| Employer contribution / active EE | $2,042 | $3,690-44.7% | $3,263-37.4% | $4,762-57.1% |
| Participant deferral / active EE | $5,932 | $4,348+36.4% | $3,964+49.7% | $5,983-0.9% |
| Admin fee / account holder | $8 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |