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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,470 | $81,664-76.2% | $70,476-72.4% | $158,966-87.8% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 31.78% | 208.59%-176.8pp | 109.12%-77.3pp | 302.95%-271.2pp |
| Employer contribution / active EE | $721 | $3,219-77.6% | $2,738-73.7% | $4,762-84.9% |
| Participant deferral / active EE | $4,605 | $4,556+1.1% | $3,710+24.1% | $5,983-23.0% |
| Admin fee / account holder | $9 | $6,197-99.9% | $3,847-99.8% | $11,250-99.9% |