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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,441 | $183,592-88.3% | $155,574-86.2% | $145,877-85.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.67% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,185 | $5,317-77.7% | $4,676-74.7% | $4,663-74.6% |
| Participant deferral / active EE | $4,109 | $6,466-36.4% | $5,629-27.0% | $6,691-38.6% |
| Admin fee / account holder | $61 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |