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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,646 | $111,535-79.7% | $105,223-78.5% | $137,256-83.5% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 19.58% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,415 | $3,939-38.7% | $3,689-34.5% | $4,156-41.9% |
| Participant deferral / active EE | $3,724 | $5,500-32.3% | $5,072-26.6% | $6,407-41.9% |
| Admin fee / account holder | $256 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |