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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,016 | $100,938-80.2% | $90,461-77.9% | $158,982-87.4% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | 12.43% | 1727.20%-1714.8pp | 1294.76%-1282.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,378 | $3,691-62.7% | $3,264-57.8% | $4,763-71.1% |
| Participant deferral / active EE | $2,806 | $4,350-35.5% | $3,964-29.2% | $5,983-53.1% |
| Admin fee / account holder | $282 | $6,510-95.7% | $5,617-95.0% | $11,252-97.5% |