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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,417 | $211,224-90.3% | $178,505-88.6% | $145,897-86.0% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 15.78% | 30.28%-14.5pp | 27.16%-11.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,625 | $4,577-64.5% | $3,955-58.9% | $4,663-65.2% |
| Participant deferral / active EE | $2,225 | $6,966-68.1% | $6,280-64.6% | $6,689-66.7% |
| Admin fee / account holder | $136 | $12,109-98.9% | $10,428-98.7% | $13,390-99.0% |