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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,369 | $103,008-89.9% | $90,304-88.5% | $152,897-93.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 17.00% | 95.22%-78.2pp | 78.13%-61.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $3,011 | $3,139-4.1% | $2,855+5.5% | $4,764-36.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $148 | $6,175-97.6% | $5,354-97.2% | $11,599-98.7% |