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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,538 | $176,120-85.5% | $159,487-84.0% | $167,553-84.8% |
| Participation rate | 94.7% | 85.0%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 19.58% | 331.95%-312.4pp | 263.71%-244.1pp | 478.89%-459.3pp |
| Employer contribution / active EE | $1,599 | $5,299-69.8% | $4,831-66.9% | $4,840-67.0% |
| Participant deferral / active EE | $2,912 | $7,752-62.4% | $7,354-60.4% | $6,343-54.1% |
| Admin fee / account holder | $209 | $12,561-98.3% | $10,804-98.1% | $12,316-98.3% |