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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,704 | $111,535-84.1% | $105,223-83.2% | $137,256-87.1% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 19.83% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,280 | $3,939-67.5% | $3,689-65.3% | $4,156-69.2% |
| Participant deferral / active EE | $2,493 | $5,500-54.7% | $5,072-50.8% | $6,407-61.1% |
| Admin fee / account holder | $247 | $9,721-97.5% | $8,859-97.2% | $12,270-98.0% |