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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,201 | $111,535-84.6% | $105,223-83.7% | $137,256-87.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 17.22% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,241 | $3,939-68.5% | $3,689-66.3% | $4,156-70.1% |
| Participant deferral / active EE | $1,661 | $5,500-69.8% | $5,072-67.2% | $6,407-74.1% |
| Admin fee / account holder | $228 | $9,721-97.7% | $8,859-97.4% | $12,270-98.1% |