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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,767 | $91,198-73.9% | $178,503-86.7% | $79,856-70.2% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 17.31% | 24.20%-6.9pp | 151.12%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,783 | $3,257-45.3% | $5,011-64.4% | $2,471-27.9% |
| Participant deferral / active EE | $3,224 | $3,237-0.4% | $5,202-38.0% | $3,741-13.8% |
| Admin fee / account holder | $267 | $6,748-96.0% | $13,987-98.1% | $5,306-95.0% |