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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,582 | $99,921-83.4% | $85,009-80.5% | $145,959-88.6% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 14.80% | 83.89%-69.1pp | 66.47%-51.7pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,621 | $3,233-18.9% | $2,728-4.0% | $4,661-43.8% |
| Participant deferral / active EE | $4,168 | $5,293-21.2% | $4,522-7.8% | $6,689-37.7% |
| Admin fee / account holder | $80 | $7,252-98.9% | $6,153-98.7% | $13,398-99.4% |