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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,776 | $107,368-84.4% | $92,915-81.9% | $152,909-89.0% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.5%+5.8pp |
| Annual return | 25.78% | 145.64%-119.9pp | 109.45%-83.7pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,751 | $4,222-58.5% | $3,653-52.1% | $4,764-63.2% |
| Participant deferral / active EE | $2,964 | $4,848-38.9% | $4,238-30.1% | $5,851-49.3% |
| Admin fee / account holder | $70 | $7,082-99.0% | $5,796-98.8% | $11,601-99.4% |