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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,224 | $110,039-78.9% | $97,260-76.1% | $145,884-84.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 13.19% | 244.44%-231.3pp | 75.54%-62.4pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,278 | $3,074-58.4% | $2,721-53.0% | $4,662-72.6% |
| Participant deferral / active EE | $2,506 | $4,674-46.4% | $4,262-41.2% | $6,690-62.5% |
| Admin fee / account holder | $207 | $6,204-96.7% | $5,640-96.3% | $13,392-98.5% |