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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,592 | $183,592-90.4% | $155,567-88.7% | $145,959-87.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.49% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,699 | $5,315-68.0% | $4,674-63.7% | $4,661-63.6% |
| Participant deferral / active EE | $3,347 | $6,464-48.2% | $5,628-40.5% | $6,689-50.0% |
| Admin fee / account holder | $127 | $19,318-99.3% | $15,916-99.2% | $13,398-99.1% |