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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,413 | $103,038-85.0% | $90,324-82.9% | $152,909-89.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 24.69% | 95.25%-70.6pp | 78.15%-53.5pp | 345.46%-320.8pp |
| Employer contribution / active EE | $961 | $3,141-69.4% | $2,856-66.4% | $4,764-79.8% |
| Participant deferral / active EE | $2,368 | $4,282-44.7% | $3,885-39.0% | $5,851-59.5% |
| Admin fee / account holder | $193 | $6,177-96.9% | $5,356-96.4% | $11,601-98.3% |