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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,682 | $148,629-86.8% | $135,982-85.5% | $139,487-85.9% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 22.04% | 79.33%-57.3pp | 68.32%-46.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $1,649 | $5,247-68.6% | $4,859-66.1% | $4,755-65.3% |
| Participant deferral / active EE | $4,180 | $8,102-48.4% | $7,760-46.1% | $6,713-37.7% |
| Admin fee / account holder | $285 | $12,406-97.7% | $10,767-97.3% | $11,407-97.5% |