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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,717 | $99,921-80.3% | $85,009-76.8% | $145,959-86.5% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 16.12% | 83.89%-67.8pp | 66.47%-50.4pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,660 | $3,233-48.7% | $2,728-39.2% | $4,661-64.4% |
| Participant deferral / active EE | $2,284 | $5,293-56.9% | $4,522-49.5% | $6,689-65.9% |
| Admin fee / account holder | $185 | $7,252-97.4% | $6,153-97.0% | $13,398-98.6% |