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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,510 | $99,921-87.5% | $85,009-85.3% | $145,959-91.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.50% | 83.89%-66.4pp | 66.47%-49.0pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,981 | $3,233-38.7% | $2,728-27.4% | $4,661-57.5% |
| Participant deferral / active EE | $2,053 | $5,293-61.2% | $4,522-54.6% | $6,689-69.3% |
| Admin fee / account holder | $18 | $7,252-99.8% | $6,153-99.7% | $13,398-99.9% |