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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,195 | $107,363-80.3% | $92,909-77.2% | $152,897-86.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 23.09% | 145.63%-122.5pp | 109.44%-86.4pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,093 | $4,222-50.4% | $3,653-42.7% | $4,764-56.1% |
| Participant deferral / active EE | $4,886 | $4,848+0.8% | $4,238+15.3% | $5,851-16.5% |
| Admin fee / account holder | $19 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |