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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,060 | $111,535-84.7% | $105,223-83.8% | $137,256-87.6% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 20.54% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,364 | $3,939-40.0% | $3,689-35.9% | $4,156-43.1% |
| Participant deferral / active EE | $4,962 | $5,500-9.8% | $5,072-2.2% | $6,407-22.5% |
| Admin fee / account holder | $219 | $9,721-97.7% | $8,859-97.5% | $12,270-98.2% |