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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,173 | $108,942-81.5% | $100,415-79.9% | $145,897-86.2% |
| Participation rate | 84.6% | 83.0%+1.6pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 15.53% | 58.27%-42.7pp | 49.47%-33.9pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,337 | $4,422-47.1% | $3,943-40.7% | $4,663-49.9% |
| Participant deferral / active EE | $5,015 | $8,461-40.7% | $8,091-38.0% | $6,689-25.0% |
| Admin fee / account holder | $83 | $9,702-99.1% | $7,906-99.0% | $13,390-99.4% |