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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,410 | $162,529-84.4% | $130,788-80.6% | $154,746-83.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 17.88% | 510.48%-492.6pp | 386.44%-368.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $841 | $4,447-81.1% | $3,558-76.4% | $4,379-80.8% |
| Participant deferral / active EE | $2,049 | $4,808-57.4% | $4,137-50.5% | $6,730-69.6% |
| Admin fee / account holder | $274 | $7,669-96.4% | $6,673-95.9% | $14,365-98.1% |