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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,592 | $183,539-90.4% | $155,556-88.7% | $145,897-87.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.49% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,699 | $5,315-68.0% | $4,675-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $3,347 | $6,467-48.3% | $5,631-40.6% | $6,689-50.0% |
| Admin fee / account holder | $127 | $19,275-99.3% | $15,885-99.2% | $13,390-99.1% |