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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,145 | $114,119-91.1% | $107,187-90.5% | $138,895-92.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 23.66% | 273.21%-249.5pp | 204.55%-180.9pp | 145.39%-121.7pp |
| Employer contribution / active EE | $1,873 | $4,059-53.9% | $3,782-50.5% | $4,194-55.3% |
| Participant deferral / active EE | $2,050 | $5,538-63.0% | $5,096-59.8% | $6,396-67.9% |
| Admin fee / account holder | $66 | $10,024-99.3% | $9,162-99.3% | $12,562-99.5% |