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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,129 | $165,399-72.1% | $149,745-69.2% | $158,982-71.0% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 13.46% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,245 | $5,105-75.6% | $4,646-73.2% | $4,763-73.9% |
| Participant deferral / active EE | $3,023 | $7,183-57.9% | $6,843-55.8% | $5,983-49.5% |
| Admin fee / account holder | $204 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |