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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $108,897-88.3% | $100,378-87.3% | $145,877-91.2% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 18.97% | 58.17%-39.2pp | 49.41%-30.4pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,192 | $4,420-73.0% | $3,942-69.8% | $4,663-74.4% |
| Participant deferral / active EE | $3,423 | $8,455-59.5% | $8,087-57.7% | $6,691-48.8% |
| Admin fee / account holder | $216 | $9,690-97.8% | $7,899-97.3% | $13,402-98.4% |