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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,380 | $115,810-81.5% | $101,271-78.9% | $158,966-86.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 14.13% | 56.15%-42.0pp | 46.48%-32.4pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,461 | $4,175-65.0% | $3,660-60.1% | $4,762-69.3% |
| Participant deferral / active EE | $4,916 | $4,958-0.8% | $4,371+12.5% | $5,983-17.8% |
| Admin fee / account holder | $287 | $7,248-96.0% | $5,948-95.2% | $11,250-97.4% |