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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,852 | $100,073-80.2% | $85,126-76.7% | $145,877-86.4% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 13.48% | 84.11%-70.6pp | 66.63%-53.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,058 | $3,236-5.5% | $2,731+12.0% | $4,663-34.4% |
| Participant deferral / active EE | $2,685 | $5,294-49.3% | $4,523-40.6% | $6,691-59.9% |
| Admin fee / account holder | $94 | $7,261-98.7% | $6,160-98.5% | $13,402-99.3% |