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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,018 | $117,846-81.3% | $102,434-78.5% | $145,884-84.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 44.16% | 31.90%+12.3pp | 29.46%+14.7pp | 551.85%-507.7pp |
| Employer contribution / active EE | $2,273 | $3,615-37.1% | $3,023-24.8% | $4,662-51.2% |
| Participant deferral / active EE | $4,860 | $5,733-15.2% | $5,055-3.9% | $6,690-27.3% |
| Admin fee / account holder | $238 | $13,356-98.2% | $9,462-97.5% | $13,392-98.2% |