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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,364 | $125,778-89.4% | $114,563-88.3% | $154,746-91.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 21.14% | 295.14%-274.0pp | 241.09%-220.0pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,548 | $2,806-44.8% | $2,592-40.3% | $4,379-64.7% |
| Participant deferral / active EE | $2,281 | $4,445-48.7% | $4,142-44.9% | $6,730-66.1% |
| Admin fee / account holder | $30 | $8,190-99.6% | $7,623-99.6% | $14,365-99.8% |