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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,060 | $129,737-86.9% | $119,126-85.7% | $154,746-89.0% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 20.54% | 379.08%-358.5pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,364 | $4,375-46.0% | $4,034-41.4% | $4,379-46.0% |
| Participant deferral / active EE | $4,962 | $5,842-15.1% | $5,318-6.7% | $6,730-26.3% |
| Admin fee / account holder | $219 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |