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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,870 | $114,119-91.4% | $107,187-90.8% | $138,895-92.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 20.29% | 273.21%-252.9pp | 204.55%-184.3pp | 145.39%-125.1pp |
| Employer contribution / active EE | $2,273 | $4,059-44.0% | $3,782-39.9% | $4,194-45.8% |
| Participant deferral / active EE | $4,653 | $5,538-16.0% | $5,096-8.7% | $6,396-27.2% |
| Admin fee / account holder | $29 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |