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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,788 | $67,823-20.7% | $52,425+2.6% | $137,256-60.8% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 21.77% | 219.11%-197.3pp | 302.12%-280.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,116 | $1,163-4.0% | $914+22.1% | $4,156-73.1% |
| Participant deferral / active EE | $1,311 | $2,288-42.7% | $1,790-26.8% | $6,407-79.5% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |