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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $108,922-88.3% | $100,398-87.3% | $145,978-91.2% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 18.97% | 58.04%-39.1pp | 49.32%-30.4pp | 550.52%-531.5pp |
| Employer contribution / active EE | $1,192 | $4,426-73.1% | $3,946-69.8% | $4,662-74.4% |
| Participant deferral / active EE | $3,423 | $8,450-59.5% | $8,084-57.7% | $6,690-48.8% |
| Admin fee / account holder | $216 | $9,680-97.8% | $7,893-97.3% | $13,400-98.4% |