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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,220 | $114,013-87.5% | $103,693-86.3% | $155,188-90.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.31% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,080 | $3,131-65.5% | $2,920-63.0% | $4,248-74.6% |
| Participant deferral / active EE | $1,620 | $4,970-67.4% | $4,579-64.6% | $6,531-75.2% |
| Admin fee / account holder | $217 | $8,407-97.4% | $7,858-97.2% | $14,480-98.5% |