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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,395 | $88,754-79.3% | $81,820-77.5% | $145,877-87.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 15.14% | 1031.77%-1016.6pp | 777.93%-762.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,082 | $3,085-32.5% | $2,915-28.6% | $4,663-55.3% |
| Participant deferral / active EE | $6,415 | $4,648+38.0% | $4,323+48.4% | $6,691-4.1% |
| Admin fee / account holder | $256 | $8,424-97.0% | $7,391-96.5% | $13,402-98.1% |