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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,057 | $72,071-83.3% | $68,368-82.4% | $137,256-91.2% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 27.56% | 353.14%-325.6pp | 292.57%-265.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $2,197 | $2,788-21.2% | $2,649-17.0% | $4,156-47.1% |
| Participant deferral / active EE | $2,999 | $4,410-32.0% | $4,123-27.2% | $6,407-53.2% |
| Admin fee / account holder | $184 | $5,336-96.6% | $5,150-96.4% | $12,270-98.5% |