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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,468 | $58,258-63.1% | $81,820-73.8% | $80,925-73.5% |
| Participation rate | 71.4% | 63.5%+8.0pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 12.81% | 41.76%-29.0pp | 777.93%-765.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $2,399 | $2,345+2.3% | $2,915-17.7% | $2,756-13.0% |
| Participant deferral / active EE | $4,832 | $3,284+47.2% | $4,323+11.8% | $4,299+12.4% |
| Admin fee / account holder | $234 | $4,976-95.3% | $7,391-96.8% | $6,940-96.6% |