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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,472 | $114,013-88.2% | $103,693-87.0% | $155,188-91.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 80.8%+9.2pp |
| Annual return | 14.32% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,289 | $3,131-58.8% | $2,920-55.9% | $4,248-69.7% |
| Participant deferral / active EE | $3,948 | $4,970-20.6% | $4,579-13.8% | $6,531-39.5% |
| Admin fee / account holder | $52 | $8,407-99.4% | $7,858-99.3% | $14,480-99.6% |