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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,244 | $105,200-76.0% | $159,474-84.2% | $85,847-70.6% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.8%-4.2pp | 69.3%+9.3pp |
| Annual return | 14.40% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $678 | $3,319-79.6% | $4,831-86.0% | $2,565-73.6% |
| Participant deferral / active EE | $2,697 | $5,946-54.6% | $7,353-63.3% | $3,952-31.8% |
| Admin fee / account holder | $110 | $6,934-98.4% | $10,802-99.0% | $6,261-98.2% |