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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,657 | $208,088-91.0% | $186,193-90.0% | $154,746-87.9% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 20.51% | 89.97%-69.5pp | 78.03%-57.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,377 | $4,340-68.3% | $3,918-64.9% | $4,379-68.6% |
| Participant deferral / active EE | $5,413 | $7,078-23.5% | $6,513-16.9% | $6,730-19.6% |
| Admin fee / account holder | $193 | $11,698-98.3% | $11,058-98.3% | $14,365-98.7% |