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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,260 | $108,882-80.5% | $96,754-78.0% | $154,746-86.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 18.85% | 98.39%-79.5pp | 82.04%-63.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,338 | $3,018-55.7% | $2,679-50.1% | $4,379-69.5% |
| Participant deferral / active EE | $4,739 | $5,323-11.0% | $4,758-0.4% | $6,730-29.6% |
| Admin fee / account holder | $70 | $10,200-99.3% | $8,905-99.2% | $14,365-99.5% |