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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,052 | $81,696-81.6% | $70,494-78.6% | $158,982-90.5% |
| Participation rate | 78.6% | 77.7%+0.8pp | 75.1%+3.5pp | 82.0%-3.4pp |
| Annual return | 22.17% | 208.70%-186.5pp | 109.16%-87.0pp | 302.99%-280.8pp |
| Employer contribution / active EE | $884 | $3,220-72.6% | $2,738-67.7% | $4,763-81.4% |
| Participant deferral / active EE | $2,628 | $4,558-42.3% | $3,711-29.2% | $5,983-56.1% |
| Admin fee / account holder | $15 | $6,200-99.8% | $3,848-99.6% | $11,252-99.9% |