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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,046 | $183,592-90.2% | $155,574-88.4% | $145,877-87.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 14.41% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,022 | $5,317-62.0% | $4,676-56.8% | $4,663-56.6% |
| Participant deferral / active EE | $4,366 | $6,466-32.5% | $5,629-22.4% | $6,691-34.7% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |