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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,356 | $72,071-95.3% | $68,368-95.1% | $137,256-97.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.69% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,363 | $2,788-51.1% | $2,649-48.6% | $4,156-67.2% |
| Participant deferral / active EE | $1,581 | $4,410-64.1% | $4,123-61.6% | $6,407-75.3% |
| Admin fee / account holder | $165 | $5,336-96.9% | $5,150-96.8% | $12,270-98.7% |