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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,466 | $100,073-86.5% | $85,126-84.2% | $145,877-90.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 15.66% | 84.11%-68.5pp | 66.63%-51.0pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,334 | $3,236-27.9% | $2,731-14.5% | $4,663-49.9% |
| Participant deferral / active EE | $2,334 | $5,294-55.9% | $4,523-48.4% | $6,691-65.1% |
| Admin fee / account holder | $185 | $7,261-97.5% | $6,160-97.0% | $13,402-98.6% |