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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,909 | $150,412-83.4% | $120,574-79.3% | $145,884-82.9% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.8pp | 80.3%-2.5pp |
| Annual return | 10.74% | 154.50%-143.8pp | 107.42%-96.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,302 | $4,355-70.1% | $3,471-62.5% | $4,662-72.1% |
| Participant deferral / active EE | $3,287 | $6,175-46.8% | $4,996-34.2% | $6,690-50.9% |
| Admin fee / account holder | $189 | $12,224-98.5% | $9,445-98.0% | $13,392-98.6% |