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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,449 | $129,476-86.5% | $93,515-81.3% | $158,982-89.0% |
| Participation rate | 80.0% | 71.0%+9.0pp | 66.8%+13.2pp | 82.0%-2.0pp |
| Annual return | 18.36% | 118.56%-100.2pp | 78.21%-59.8pp | 302.99%-284.6pp |
| Employer contribution / active EE | $2,069 | $2,717-23.8% | $2,077-0.4% | $4,763-56.6% |
| Participant deferral / active EE | $5,858 | $3,916+49.6% | $3,129+87.2% | $5,983-2.1% |
| Admin fee / account holder | $22 | $7,396-99.7% | $5,235-99.6% | $11,252-99.8% |