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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,521 | $114,119-89.0% | $107,187-88.3% | $138,895-91.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 24.44% | 273.21%-248.8pp | 204.55%-180.1pp | 145.39%-121.0pp |
| Employer contribution / active EE | $2,201 | $4,059-45.8% | $3,782-41.8% | $4,194-47.5% |
| Participant deferral / active EE | $2,428 | $5,538-56.2% | $5,096-52.4% | $6,396-62.0% |
| Admin fee / account holder | $19 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |