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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $108,942-88.3% | $100,415-87.3% | $145,897-91.2% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 18.97% | 58.27%-39.3pp | 49.47%-30.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,192 | $4,422-73.0% | $3,943-69.8% | $4,663-74.4% |
| Participant deferral / active EE | $3,423 | $8,461-59.5% | $8,091-57.7% | $6,689-48.8% |
| Admin fee / account holder | $216 | $9,702-97.8% | $7,906-97.3% | $13,390-98.4% |