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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,466 | $100,203-86.6% | $85,240-84.2% | $145,897-90.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 15.66% | 84.28%-68.6pp | 66.75%-51.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,334 | $3,242-28.0% | $2,735-14.7% | $4,663-49.9% |
| Participant deferral / active EE | $2,334 | $5,299-55.9% | $4,527-48.4% | $6,689-65.1% |
| Admin fee / account holder | $185 | $7,265-97.5% | $6,165-97.0% | $13,390-98.6% |