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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,614 | $198,461-81.6% | $170,436-78.5% | $147,585-75.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.73% | 257.30%-244.6pp | 205.94%-193.2pp | 578.57%-565.8pp |
| Employer contribution / active EE | $1,851 | $6,184-70.1% | $5,433-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $2,384 | $5,629-57.7% | $4,939-51.7% | $5,439-56.2% |
| Admin fee / account holder | $239 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |