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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,413 | $102,978-85.0% | $90,287-82.9% | $152,870-89.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 24.69% | 95.17%-70.5pp | 78.10%-53.4pp | 345.34%-320.7pp |
| Employer contribution / active EE | $961 | $3,139-69.4% | $2,855-66.3% | $4,763-79.8% |
| Participant deferral / active EE | $2,368 | $4,281-44.7% | $3,885-39.0% | $5,850-59.5% |
| Admin fee / account holder | $193 | $6,171-96.9% | $5,351-96.4% | $11,597-98.3% |