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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,555 | $111,535-86.1% | $105,223-85.2% | $137,256-88.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 24.95% | 237.85%-212.9pp | 180.65%-155.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,461 | $3,939-62.9% | $3,689-60.4% | $4,156-64.8% |
| Participant deferral / active EE | $3,281 | $5,500-40.3% | $5,072-35.3% | $6,407-48.8% |
| Admin fee / account holder | $143 | $9,721-98.5% | $8,859-98.4% | $12,270-98.8% |