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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,329 | $68,097-64.3% | $62,929-61.3% | $137,256-82.3% |
| Participation rate | 88.2% | 77.4%+10.8pp | 73.1%+15.1pp | 80.0%+8.3pp |
| Annual return | 18.28% | 1859.11%-1840.8pp | 1063.93%-1045.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,391 | $2,811+20.6% | $2,505+35.4% | $4,156-18.4% |
| Participant deferral / active EE | $3,413 | $4,553-25.0% | $3,888-12.2% | $6,407-46.7% |
| Admin fee / account holder | $94 | $6,521-98.6% | $5,065-98.1% | $12,270-99.2% |