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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,105 | $148,582-87.8% | $135,942-86.7% | $139,456-87.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 22.42% | 79.26%-56.8pp | 68.28%-45.9pp | 373.45%-351.0pp |
| Employer contribution / active EE | $1,699 | $5,245-67.6% | $4,858-65.0% | $4,753-64.2% |
| Participant deferral / active EE | $3,126 | $8,101-61.4% | $7,759-59.7% | $6,711-53.4% |
| Admin fee / account holder | $68 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |