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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,085 | $85,171-82.3% | $172,753-91.3% | $72,976-79.3% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | 18.52% | 27.32%-8.8pp | 803.00%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $1,007 | $3,324-69.7% | $5,144-80.4% | $2,440-58.7% |
| Participant deferral / active EE | $1,649 | $3,260-49.4% | $5,198-68.3% | $3,608-54.3% |
| Admin fee / account holder | $148 | $5,880-97.5% | $13,956-98.9% | $5,124-97.1% |