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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,646 | $103,038-82.9% | $90,324-80.5% | $152,909-88.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 21.26% | 95.25%-74.0pp | 78.15%-56.9pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,097 | $3,141-65.1% | $2,856-61.6% | $4,764-77.0% |
| Participant deferral / active EE | $5,482 | $4,282+28.0% | $3,885+41.1% | $5,851-6.3% |
| Admin fee / account holder | $61 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |