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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,197 | $100,073-73.8% | $85,126-69.2% | $145,877-82.0% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 13.12% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,761 | $3,236-45.6% | $2,731-35.5% | $4,663-62.2% |
| Participant deferral / active EE | $2,664 | $5,294-49.7% | $4,523-41.1% | $6,691-60.2% |
| Admin fee / account holder | $159 | $7,261-97.8% | $6,160-97.4% | $13,402-98.8% |