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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,539 | $114,013-83.7% | $103,693-82.1% | $155,188-88.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 21.51% | 49.31%-27.8pp | 47.61%-26.1pp | 148.84%-127.3pp |
| Employer contribution / active EE | $1,476 | $3,131-52.9% | $2,920-49.5% | $4,248-65.3% |
| Participant deferral / active EE | $3,592 | $4,970-27.7% | $4,579-21.6% | $6,531-45.0% |
| Admin fee / account holder | $262 | $8,407-96.9% | $7,858-96.7% | $14,480-98.2% |