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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,380 | $90,397-74.1% | $76,002-69.2% | $145,959-84.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 15.54% | 621.97%-606.4pp | 360.07%-344.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,044 | $3,317-38.4% | $2,688-24.0% | $4,661-56.1% |
| Participant deferral / active EE | $6,011 | $5,163+16.4% | $4,257+41.2% | $6,689-10.1% |
| Admin fee / account holder | $47 | $8,369-99.4% | $6,414-99.3% | $13,398-99.6% |