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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,167 | $57,312-56.1% | $86,617-70.9% | $75,181-66.5% |
| Participation rate | 74.1% | 63.2%+10.9pp | 71.7%+2.4pp | 67.2%+6.9pp |
| Annual return | 18.12% | 2672.78%-2654.7pp | 591.91%-573.8pp | 160.69%-142.6pp |
| Employer contribution / active EE | $465 | $2,315-79.9% | $3,023-84.6% | $2,671-82.6% |
| Participant deferral / active EE | $4,993 | $3,319+50.4% | $4,437+12.5% | $4,126+21.0% |
| Admin fee / account holder | $97 | $4,114-97.6% | $5,613-98.3% | $5,650-98.3% |