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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,922 | $107,363-84.2% | $92,909-81.8% | $152,897-88.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 17.05% | 145.63%-128.6pp | 109.44%-92.4pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,316 | $4,222-68.8% | $3,653-64.0% | $4,764-72.4% |
| Participant deferral / active EE | $1,316 | $4,848-72.9% | $4,238-68.9% | $5,851-77.5% |
| Admin fee / account holder | $204 | $7,082-97.1% | $5,795-96.5% | $11,599-98.2% |