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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,710 | $111,535-84.1% | $105,223-83.2% | $137,256-87.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 22.64% | 237.85%-215.2pp | 180.65%-158.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,921 | $3,939-25.8% | $3,689-20.8% | $4,156-29.7% |
| Participant deferral / active EE | $3,125 | $5,500-43.2% | $5,072-38.4% | $6,407-51.2% |
| Admin fee / account holder | $62 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |