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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,123 | $227,597-90.7% | $189,575-88.9% | $167,536-87.4% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 25.34% | 78.44%-53.1pp | 64.19%-38.8pp | 478.82%-453.5pp |
| Employer contribution / active EE | $1,591 | $5,316-70.1% | $4,412-63.9% | $4,839-67.1% |
| Participant deferral / active EE | $5,041 | $7,002-28.0% | $6,174-18.3% | $6,342-20.5% |
| Admin fee / account holder | $91 | $11,877-99.2% | $9,806-99.1% | $12,315-99.3% |