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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,008 | $100,895-79.2% | $90,430-76.8% | $158,950-86.8% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.7%+6.5pp | 82.0%-2.8pp |
| Annual return | 26.86% | 1725.54%-1698.7pp | 1293.73%-1266.9pp | 302.91%-276.0pp |
| Employer contribution / active EE | $1,216 | $3,689-67.0% | $3,262-62.7% | $4,762-74.5% |
| Participant deferral / active EE | $1,258 | $4,347-71.1% | $3,963-68.3% | $5,983-79.0% |
| Admin fee / account holder | $30 | $6,505-99.5% | $5,613-99.5% | $11,248-99.7% |