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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,214 | $107,368-84.0% | $92,915-81.5% | $152,909-88.7% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.5%+2.2pp |
| Annual return | 25.34% | 145.64%-120.3pp | 109.45%-84.1pp | 345.46%-320.1pp |
| Employer contribution / active EE | $1,158 | $4,222-72.6% | $3,653-68.3% | $4,764-75.7% |
| Participant deferral / active EE | $1,621 | $4,848-66.6% | $4,238-61.8% | $5,851-72.3% |
| Admin fee / account holder | $261 | $7,082-96.3% | $5,796-95.5% | $11,601-97.7% |