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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,591 | $126,113-86.1% | $116,096-84.8% | $155,188-88.7% |
| Participation rate | 94.7% | 75.1%+19.6pp | 73.3%+21.4pp | 80.8%+13.9pp |
| Annual return | 13.88% | 391.72%-377.8pp | 326.25%-312.4pp | 148.84%-135.0pp |
| Employer contribution / active EE | $535 | $2,672-80.0% | $2,503-78.6% | $4,248-87.4% |
| Participant deferral / active EE | $871 | $4,162-79.1% | $3,952-78.0% | $6,531-86.7% |
| Admin fee / account holder | $228 | $8,045-97.2% | $7,704-97.0% | $14,480-98.4% |