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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,932 | $100,139-82.1% | $85,187-78.9% | $145,884-87.7% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 20.15% | 84.15%-64.0pp | 66.67%-46.5pp | 551.85%-531.7pp |
| Employer contribution / active EE | $2,868 | $3,238-11.4% | $2,732+5.0% | $4,662-38.5% |
| Participant deferral / active EE | $6,522 | $5,296+23.2% | $4,525+44.1% | $6,690-2.5% |
| Admin fee / account holder | $35 | $7,262-99.5% | $6,162-99.4% | $13,392-99.7% |