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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,909 | $77,908-74.4% | $149,696-86.7% | $75,173-73.5% |
| Participation rate | 75.5% | 65.6%+9.9pp | 78.8%-3.3pp | 67.2%+8.3pp |
| Annual return | 20.49% | 31.73%-11.2pp | 134.46%-114.0pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,413 | $3,138-55.0% | $4,821-70.7% | $2,671-47.1% |
| Participant deferral / active EE | $1,945 | $3,411-43.0% | $5,682-65.8% | $4,126-52.9% |
| Admin fee / account holder | $162 | $5,950-97.3% | $13,212-98.8% | $5,651-97.1% |