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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,582 | $100,073-83.4% | $85,126-80.5% | $145,877-88.6% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 14.80% | 84.11%-69.3pp | 66.63%-51.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,621 | $3,236-19.0% | $2,731-4.1% | $4,663-43.8% |
| Participant deferral / active EE | $4,168 | $5,294-21.3% | $4,523-7.8% | $6,691-37.7% |
| Admin fee / account holder | $80 | $7,261-98.9% | $6,160-98.7% | $13,402-99.4% |