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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,382 | $183,539-86.7% | $155,556-84.3% | $145,897-83.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.20% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,272 | $5,315-76.1% | $4,675-72.8% | $4,663-72.7% |
| Participant deferral / active EE | $2,172 | $6,467-66.4% | $5,631-61.4% | $6,689-67.5% |
| Admin fee / account holder | $299 | $19,275-98.5% | $15,885-98.1% | $13,390-97.8% |