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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,092 | $114,119-87.7% | $107,187-86.9% | $138,895-89.9% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.5pp | 79.9%+10.6pp |
| Annual return | 22.06% | 273.21%-251.1pp | 204.55%-182.5pp | 145.39%-123.3pp |
| Employer contribution / active EE | $3,198 | $4,059-21.2% | $3,782-15.5% | $4,194-23.8% |
| Participant deferral / active EE | $2,318 | $5,538-58.1% | $5,096-54.5% | $6,396-63.8% |
| Admin fee / account holder | $218 | $10,024-97.8% | $9,162-97.6% | $12,562-98.3% |