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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,625 | $81,696-83.3% | $70,494-80.7% | $158,982-91.4% |
| Participation rate | 85.0% | 77.7%+7.3pp | 75.1%+9.9pp | 82.0%+3.0pp |
| Annual return | 10.76% | 208.70%-197.9pp | 109.16%-98.4pp | 302.99%-292.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,799 | $4,558-38.6% | $3,711-24.6% | $5,983-53.2% |
| Admin fee / account holder | $179 | $6,200-97.1% | $3,848-95.4% | $11,252-98.4% |