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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,591 | $125,778-86.0% | $114,563-84.6% | $154,746-88.6% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.9%+21.8pp | 80.7%+14.0pp |
| Annual return | 13.88% | 295.14%-281.3pp | 241.09%-227.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $535 | $2,806-80.9% | $2,592-79.4% | $4,379-87.8% |
| Participant deferral / active EE | $871 | $4,445-80.4% | $4,142-79.0% | $6,730-87.1% |
| Admin fee / account holder | $228 | $8,190-97.2% | $7,623-97.0% | $14,365-98.4% |