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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,418 | $111,535-88.0% | $105,223-87.2% | $137,256-90.2% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 80.0%+2.6pp |
| Annual return | 27.64% | 237.85%-210.2pp | 180.65%-153.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $2,080 | $3,939-47.2% | $3,689-43.6% | $4,156-49.9% |
| Participant deferral / active EE | $3,802 | $5,500-30.9% | $5,072-25.0% | $6,407-40.7% |
| Admin fee / account holder | $51 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |