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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,234 | $125,184-85.4% | $105,607-82.7% | $145,884-87.5% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 11.81% | 225.00%-213.2pp | 116.11%-104.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,664 | $3,720-55.3% | $3,167-47.5% | $4,662-64.3% |
| Participant deferral / active EE | $2,078 | $5,714-63.6% | $5,011-58.5% | $6,690-68.9% |
| Admin fee / account holder | $180 | $17,133-99.0% | $10,958-98.4% | $13,392-98.7% |