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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,696 | $109,372-82.0% | $89,414-78.0% | $158,966-87.6% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 14.82% | 345.55%-330.7pp | 245.50%-230.7pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,332 | $3,171-58.0% | $2,586-48.5% | $4,762-72.0% |
| Participant deferral / active EE | $1,630 | $4,598-64.6% | $3,890-58.1% | $5,983-72.8% |
| Admin fee / account holder | $299 | $6,156-95.1% | $4,883-93.9% | $11,250-97.3% |