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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,472 | $115,814-83.2% | $101,275-80.8% | $158,982-87.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 20.78% | 56.16%-35.4pp | 46.48%-25.7pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,458 | $4,176-65.1% | $3,660-60.2% | $4,763-69.4% |
| Participant deferral / active EE | $2,638 | $4,958-46.8% | $4,371-39.6% | $5,983-55.9% |
| Admin fee / account holder | $254 | $7,249-96.5% | $5,948-95.7% | $11,252-97.7% |