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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,461 | $96,388-87.1% | $80,627-84.5% | $139,466-91.1% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 17.96% | 1352.08%-1334.1pp | 936.76%-918.8pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,198 | $3,260-32.6% | $2,723-19.3% | $4,754-53.8% |
| Participant deferral / active EE | $3,259 | $5,224-37.6% | $4,443-26.7% | $6,712-51.4% |
| Admin fee / account holder | $19 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |