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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,180 | $133,981-84.9% | $112,249-82.0% | $134,532-85.0% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | 84.78% | 47.16%+37.6pp | 27.48%+57.3pp | 418.27%-333.5pp |
| Employer contribution / active EE | $1,446 | $4,040-64.2% | $3,636-60.2% | $4,741-69.5% |
| Participant deferral / active EE | $4,723 | $5,292-10.7% | $4,729-0.1% | $6,401-26.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |