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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,909 | $150,346-83.4% | $120,524-79.3% | $145,877-82.9% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.8pp | 80.3%-2.5pp |
| Annual return | 10.74% | 154.40%-143.7pp | 107.36%-96.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,302 | $4,353-70.1% | $3,469-62.5% | $4,663-72.1% |
| Participant deferral / active EE | $3,287 | $6,172-46.7% | $4,994-34.2% | $6,691-50.9% |
| Admin fee / account holder | $189 | $12,215-98.5% | $9,440-98.0% | $13,402-98.6% |