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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,756 | $111,535-88.6% | $105,223-87.9% | $137,256-90.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 19.79% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,710 | $3,939-56.6% | $3,689-53.6% | $4,156-58.9% |
| Participant deferral / active EE | $2,217 | $5,500-59.7% | $5,072-56.3% | $6,407-65.4% |
| Admin fee / account holder | $85 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |