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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,929 | $99,921-84.1% | $85,009-81.3% | $145,959-89.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 19.13% | 83.89%-64.8pp | 66.47%-47.3pp | 561.95%-542.8pp |
| Employer contribution / active EE | $1,865 | $3,233-42.3% | $2,728-31.6% | $4,661-60.0% |
| Participant deferral / active EE | $2,392 | $5,293-54.8% | $4,522-47.1% | $6,689-64.2% |
| Admin fee / account holder | $248 | $7,252-96.6% | $6,153-96.0% | $13,398-98.1% |