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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,683 | $176,402-87.1% | $134,162-83.1% | $158,966-85.7% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+8.9pp |
| Annual return | 23.03% | 63.66%-40.6pp | 36.35%-13.3pp | 302.95%-279.9pp |
| Employer contribution / active EE | $4,728 | $5,042-6.2% | $3,705+27.6% | $4,762-0.7% |
| Participant deferral / active EE | $2,920 | $4,093-28.7% | $3,500-16.6% | $5,983-51.2% |
| Admin fee / account holder | $109 | $8,719-98.7% | $6,685-98.4% | $11,250-99.0% |