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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,744 | $108,882-82.8% | $96,754-80.6% | $154,746-87.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 20.10% | 98.39%-78.3pp | 82.04%-61.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,573 | $3,018-47.9% | $2,679-41.3% | $4,379-64.1% |
| Participant deferral / active EE | $2,889 | $5,323-45.7% | $4,758-39.3% | $6,730-57.1% |
| Admin fee / account holder | $46 | $10,200-99.6% | $8,905-99.5% | $14,365-99.7% |