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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,782 | $56,134-61.2% | $96,192-77.4% | $85,851-74.6% |
| Participation rate | 72.7% | 56.7%+16.0pp | 68.4%+4.3pp | 69.3%+3.4pp |
| Annual return | 17.74% | 42.30%-24.6pp | 192.09%-174.3pp | 318.63%-300.9pp |
| Employer contribution / active EE | $2,551 | $1,620+57.5% | $2,799-8.9% | $2,565-0.6% |
| Participant deferral / active EE | $5,125 | $2,858+79.4% | $4,351+17.8% | $3,952+29.7% |
| Admin fee / account holder | $182 | $3,769-95.2% | $5,539-96.7% | $6,261-97.1% |