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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,276 | $77,908-75.3% | $149,696-87.1% | $75,173-74.4% |
| Participation rate | 81.7% | 65.6%+16.1pp | 78.8%+2.9pp | 67.2%+14.5pp |
| Annual return | 16.16% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,728 | $3,138-44.9% | $4,821-64.2% | $2,671-35.3% |
| Participant deferral / active EE | $1,299 | $3,411-61.9% | $5,682-77.1% | $4,126-68.5% |
| Admin fee / account holder | $1 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |