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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,258 | $108,882-86.9% | $96,754-85.3% | $154,746-90.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 70.3%+11.5pp | 80.7%+1.1pp |
| Annual return | 23.09% | 98.39%-75.3pp | 82.04%-58.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,582 | $3,018-47.6% | $2,679-41.0% | $4,379-63.9% |
| Participant deferral / active EE | $3,171 | $5,323-40.4% | $4,758-33.3% | $6,730-52.9% |
| Admin fee / account holder | $25 | $10,200-99.8% | $8,905-99.7% | $14,365-99.8% |