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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,398 | $108,911-88.6% | $100,392-87.6% | $145,884-91.5% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 18.77% | 58.23%-39.5pp | 49.45%-30.7pp | 551.85%-533.1pp |
| Employer contribution / active EE | $2,338 | $4,420-47.1% | $3,941-40.7% | $4,662-49.9% |
| Participant deferral / active EE | $3,993 | $8,459-52.8% | $8,090-50.6% | $6,690-40.3% |
| Admin fee / account holder | $9 | $9,698-99.9% | $7,904-99.9% | $13,392-99.9% |