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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,274 | $115,796-79.0% | $101,264-76.0% | $158,950-84.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 17.24% | 56.15%-38.9pp | 46.48%-29.2pp | 302.91%-285.7pp |
| Employer contribution / active EE | $1,741 | $4,175-58.3% | $3,660-52.4% | $4,762-63.4% |
| Participant deferral / active EE | $2,200 | $4,958-55.6% | $4,370-49.7% | $5,983-63.2% |
| Admin fee / account holder | $159 | $7,247-97.8% | $5,947-97.3% | $11,248-98.6% |