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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,165 | $114,119-82.3% | $107,187-81.2% | $138,895-85.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 20.78% | 273.21%-252.4pp | 204.55%-183.8pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,449 | $4,059-64.3% | $3,782-61.7% | $4,194-65.5% |
| Participant deferral / active EE | $3,748 | $5,538-32.3% | $5,096-26.5% | $6,396-41.4% |
| Admin fee / account holder | $93 | $10,024-99.1% | $9,162-99.0% | $12,562-99.3% |