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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,658 | $109,411-89.3% | $89,435-87.0% | $158,982-92.7% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 23.56% | 345.68%-322.1pp | 245.55%-222.0pp | 302.99%-279.4pp |
| Employer contribution / active EE | $992 | $3,173-68.7% | $2,587-61.7% | $4,763-79.2% |
| Participant deferral / active EE | $2,522 | $4,600-45.2% | $3,890-35.2% | $5,983-57.9% |
| Admin fee / account holder | $163 | $6,159-97.4% | $4,884-96.7% | $11,252-98.6% |