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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,126 | $124,330-83.8% | $109,173-81.6% | $167,536-88.0% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 17.37% | 26.04%-8.7pp | 25.75%-8.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $1,943 | $4,209-53.8% | $3,723-47.8% | $4,839-59.8% |
| Participant deferral / active EE | $2,354 | $5,256-55.2% | $4,654-49.4% | $6,342-62.9% |
| Admin fee / account holder | $20 | $7,974-99.7% | $6,755-99.7% | $12,315-99.8% |