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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,737 | $70,366-72.0% | $66,674-70.4% | $138,895-85.8% |
| Participation rate | 86.7% | 76.2%+10.5pp | 73.7%+13.0pp | 79.9%+6.7pp |
| Annual return | 14.72% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,264 | $2,765-54.3% | $2,620-51.7% | $4,194-69.9% |
| Participant deferral / active EE | $1,843 | $4,374-57.9% | $4,084-54.9% | $6,396-71.2% |
| Admin fee / account holder | $95 | $5,262-98.2% | $5,098-98.1% | $12,562-99.2% |