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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,565 | $111,830-84.3% | $93,696-81.3% | $145,884-88.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 12.01% | 204.08%-192.1pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $636 | $3,093-79.5% | $2,422-73.8% | $4,662-86.4% |
| Participant deferral / active EE | $1,583 | $4,920-67.8% | $4,417-64.2% | $6,690-76.3% |
| Admin fee / account holder | $90 | $10,249-99.1% | $8,287-98.9% | $13,392-99.3% |