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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,852 | $99,995-80.1% | $85,063-76.7% | $145,978-86.4% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 13.48% | 83.99%-70.5pp | 66.54%-53.1pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,058 | $3,231-5.4% | $2,727+12.1% | $4,662-34.4% |
| Participant deferral / active EE | $2,685 | $5,295-49.3% | $4,523-40.6% | $6,690-59.9% |
| Admin fee / account holder | $94 | $7,255-98.7% | $6,155-98.5% | $13,400-99.3% |