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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,466 | $99,921-86.5% | $85,009-84.2% | $145,959-90.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 15.66% | 83.89%-68.2pp | 66.47%-50.8pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,334 | $3,233-27.8% | $2,728-14.4% | $4,661-49.9% |
| Participant deferral / active EE | $2,334 | $5,293-55.9% | $4,522-48.4% | $6,689-65.1% |
| Admin fee / account holder | $185 | $7,252-97.5% | $6,153-97.0% | $13,398-98.6% |