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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,886 | $100,203-87.1% | $85,240-84.9% | $145,897-91.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.74% | 84.28%-69.5pp | 66.75%-52.0pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,413 | $3,242-56.4% | $2,735-48.4% | $4,663-69.7% |
| Participant deferral / active EE | $1,725 | $5,299-67.4% | $4,527-61.9% | $6,689-74.2% |
| Admin fee / account holder | $26 | $7,265-99.6% | $6,165-99.6% | $13,390-99.8% |