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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,913 | $183,592-90.2% | $155,567-88.5% | $145,959-87.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.66% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,920 | $5,315-63.9% | $4,674-58.9% | $4,661-58.8% |
| Participant deferral / active EE | $1,916 | $6,464-70.4% | $5,628-66.0% | $6,689-71.4% |
| Admin fee / account holder | $144 | $19,318-99.3% | $15,916-99.1% | $13,398-98.9% |