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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,183 | $115,814-82.6% | $101,275-80.1% | $158,982-87.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 17.29% | 56.16%-38.9pp | 46.48%-29.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,344 | $4,176-67.8% | $3,660-63.3% | $4,763-71.8% |
| Participant deferral / active EE | $3,071 | $4,958-38.1% | $4,371-29.7% | $5,983-48.7% |
| Admin fee / account holder | $241 | $7,249-96.7% | $5,948-95.9% | $11,252-97.9% |