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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,737 | $72,071-72.6% | $68,368-71.1% | $137,256-85.6% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.0%+6.7pp |
| Annual return | 14.72% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,264 | $2,788-54.7% | $2,649-52.3% | $4,156-69.6% |
| Participant deferral / active EE | $1,843 | $4,410-58.2% | $4,123-55.3% | $6,407-71.2% |
| Admin fee / account holder | $95 | $5,336-98.2% | $5,150-98.2% | $12,270-99.2% |