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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,030 | $129,737-78.4% | $119,126-76.5% | $154,746-81.9% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 13.62% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,629 | $4,375-39.9% | $4,034-34.8% | $4,379-40.0% |
| Participant deferral / active EE | $3,384 | $5,842-42.1% | $5,318-36.4% | $6,730-49.7% |
| Admin fee / account holder | $177 | $11,961-98.5% | $10,693-98.3% | $14,365-98.8% |