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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,236 | $77,416-72.6% | $69,464-69.4% | $152,897-86.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.5%+8.5pp |
| Annual return | 7.79% | 39.08%-31.3pp | 28.98%-21.2pp | 345.43%-337.6pp |
| Employer contribution / active EE | $1,434 | $3,315-56.7% | $2,779-48.4% | $4,764-69.9% |
| Participant deferral / active EE | $2,561 | $4,413-42.0% | $3,536-27.6% | $5,851-56.2% |
| Admin fee / account holder | $297 | $6,208-95.2% | $3,840-92.3% | $11,599-97.4% |