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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,380 | $61,125-69.9% | $94,057-80.5% | $87,485-79.0% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.3%+10.7pp | 68.9%+15.1pp |
| Annual return | 18.74% | 35.20%-16.5pp | 480.62%-461.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $981 | $2,136-54.1% | $2,933-66.6% | $2,596-62.2% |
| Participant deferral / active EE | $1,480 | $3,260-54.6% | $4,709-68.6% | $4,274-65.4% |
| Admin fee / account holder | $14 | $5,629-99.7% | $7,244-99.8% | $7,775-99.8% |