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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,704 | $112,935-82.6% | $90,970-78.3% | $158,966-87.6% |
| Participation rate | 88.9% | 74.7%+14.1pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 19.31% | 215.79%-196.5pp | 134.58%-115.3pp | 302.95%-283.6pp |
| Employer contribution / active EE | $1,698 | $2,895-41.3% | $2,122-20.0% | $4,762-64.3% |
| Participant deferral / active EE | $2,134 | $4,129-48.3% | $3,373-36.7% | $5,983-64.3% |
| Admin fee / account holder | $142 | $8,045-98.2% | $5,960-97.6% | $11,250-98.7% |