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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,929 | $100,073-84.1% | $85,126-81.3% | $145,877-89.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 19.13% | 84.11%-65.0pp | 66.63%-47.5pp | 551.28%-532.2pp |
| Employer contribution / active EE | $1,865 | $3,236-42.4% | $2,731-31.7% | $4,663-60.0% |
| Participant deferral / active EE | $2,392 | $5,294-54.8% | $4,523-47.1% | $6,691-64.2% |
| Admin fee / account holder | $248 | $7,261-96.6% | $6,160-96.0% | $13,402-98.1% |