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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,736 | $72,071-82.3% | $68,368-81.4% | $137,256-90.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.36% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,866 | $2,788-33.1% | $2,649-29.5% | $4,156-55.1% |
| Participant deferral / active EE | $2,750 | $4,410-37.6% | $4,123-33.3% | $6,407-57.1% |
| Admin fee / account holder | $34 | $5,336-99.4% | $5,150-99.3% | $12,270-99.7% |