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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,746 | $111,535-78.7% | $105,223-77.4% | $137,256-82.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 15.12% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,491 | $3,939-62.2% | $3,689-59.6% | $4,156-64.1% |
| Participant deferral / active EE | $4,658 | $5,500-15.3% | $5,072-8.2% | $6,407-27.3% |
| Admin fee / account holder | $192 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |