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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,063 | $202,463-90.1% | $169,397-88.2% | $139,487-85.6% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 12.91% | 532.64%-519.7pp | 406.23%-393.3pp | 373.84%-360.9pp |
| Employer contribution / active EE | $744 | $4,694-84.1% | $4,013-81.5% | $4,755-84.4% |
| Participant deferral / active EE | $4,030 | $6,941-41.9% | $6,223-35.2% | $6,713-40.0% |
| Admin fee / account holder | $290 | $10,726-97.3% | $9,017-96.8% | $11,407-97.5% |