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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,717 | $100,073-80.3% | $85,126-76.8% | $145,877-86.5% |
| Participation rate | 93.8% | 74.1%+19.6pp | 67.5%+26.2pp | 80.3%+13.4pp |
| Annual return | 16.12% | 84.11%-68.0pp | 66.63%-50.5pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,660 | $3,236-48.7% | $2,731-39.2% | $4,663-64.4% |
| Participant deferral / active EE | $2,284 | $5,294-56.9% | $4,523-49.5% | $6,691-65.9% |
| Admin fee / account holder | $185 | $7,261-97.5% | $6,160-97.0% | $13,402-98.6% |