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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,777 | $61,787-68.0% | $97,197-79.7% | $80,925-75.6% |
| Participation rate | 76.0% | 63.5%+12.5pp | 72.7%+3.3pp | 67.7%+8.3pp |
| Annual return | 14.37% | -558.16%+572.5pp | 75.47%-61.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,560 | $1,836-15.0% | $2,723-42.7% | $2,756-43.4% |
| Participant deferral / active EE | $3,082 | $3,027+1.8% | $4,263-27.7% | $4,299-28.3% |
| Admin fee / account holder | $280 | $5,170-94.6% | $5,637-95.0% | $6,940-96.0% |