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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,512 | $103,038-76.2% | $90,324-72.9% | $152,909-84.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 23.69% | 95.25%-71.6pp | 78.15%-54.5pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,940 | $3,141-38.2% | $2,856-32.1% | $4,764-59.3% |
| Participant deferral / active EE | $1,968 | $4,282-54.0% | $3,885-49.3% | $5,851-66.4% |
| Admin fee / account holder | $25 | $6,177-99.6% | $5,356-99.5% | $11,601-99.8% |