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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,033 | $72,071-52.8% | $68,368-50.2% | $137,256-75.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.56% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $643 | $2,788-76.9% | $2,649-75.7% | $4,156-84.5% |
| Participant deferral / active EE | $3,436 | $4,410-22.1% | $4,123-16.7% | $6,407-46.4% |
| Admin fee / account holder | $136 | $5,336-97.4% | $5,150-97.4% | $12,270-98.9% |