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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,799 | $108,882-91.9% | $96,754-90.9% | $154,746-94.3% |
| Participation rate | 73.9% | 75.1%-1.2pp | 70.3%+3.6pp | 80.7%-6.8pp |
| Annual return | 22.86% | 98.39%-75.5pp | 82.04%-59.2pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,611 | $3,018-46.6% | $2,679-39.9% | $4,379-63.2% |
| Participant deferral / active EE | $1,828 | $5,323-65.7% | $4,758-61.6% | $6,730-72.8% |
| Admin fee / account holder | $137 | $10,200-98.7% | $8,905-98.5% | $14,365-99.0% |