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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,331 | $96,419-86.2% | $80,648-83.5% | $139,487-90.4% |
| Participation rate | 84.6% | 73.6%+11.0pp | 67.0%+17.6pp | 80.3%+4.3pp |
| Annual return | 18.10% | 1352.86%-1334.8pp | 937.21%-919.1pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2,611 | $3,261-19.9% | $2,724-4.1% | $4,755-45.1% |
| Participant deferral / active EE | $3,953 | $5,225-24.4% | $4,443-11.0% | $6,713-41.1% |
| Admin fee / account holder | $248 | $6,605-96.2% | $5,382-95.4% | $11,407-97.8% |