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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,538 | $176,077-85.5% | $159,455-84.0% | $167,518-84.8% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 19.58% | 331.83%-312.3pp | 263.63%-244.1pp | 478.71%-459.1pp |
| Employer contribution / active EE | $1,599 | $5,298-69.8% | $4,830-66.9% | $4,838-66.9% |
| Participant deferral / active EE | $2,912 | $7,751-62.4% | $7,353-60.4% | $6,342-54.1% |
| Admin fee / account holder | $209 | $12,556-98.3% | $10,800-98.1% | $12,312-98.3% |