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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,678 | $125,778-87.5% | $114,563-86.3% | $154,746-89.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 15.96% | 295.14%-279.2pp | 241.09%-225.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,176 | $2,806-58.1% | $2,592-54.6% | $4,379-73.1% |
| Participant deferral / active EE | $4,282 | $4,445-3.7% | $4,142+3.4% | $6,730-36.4% |
| Admin fee / account holder | $211 | $8,190-97.4% | $7,623-97.2% | $14,365-98.5% |