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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,105 | $148,623-87.8% | $135,974-86.7% | $139,466-87.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 22.42% | 79.30%-56.9pp | 68.30%-45.9pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,699 | $5,246-67.6% | $4,859-65.0% | $4,754-64.3% |
| Participant deferral / active EE | $3,126 | $8,103-61.4% | $7,760-59.7% | $6,712-53.4% |
| Admin fee / account holder | $68 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |