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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,169 | $99,345-79.7% | $84,753-76.2% | $273,972-92.6% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 426.27% | 22.93%+403.3pp | 22.78%+403.5pp | 41.46%+384.8pp |
| Employer contribution / active EE | $2,258 | $4,214-46.4% | $3,574-36.8% | $4,869-53.6% |
| Participant deferral / active EE | $3,058 | $4,270-28.4% | $3,712-17.6% | $5,287-42.2% |
| Admin fee / account holder | $279 | $6,645-95.8% | $5,333-94.8% | $10,133-97.3% |