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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,010 | $104,953-87.6% | $84,637-84.6% | $152,909-91.5% |
| Participation rate | 76.2% | 74.8%+1.4pp | 68.2%+8.0pp | 82.5%-6.3pp |
| Annual return | 32.77% | 373.94%-341.2pp | 258.82%-226.0pp | 345.46%-312.7pp |
| Employer contribution / active EE | $1,596 | $3,304-51.7% | $2,653-39.9% | $4,764-66.5% |
| Participant deferral / active EE | $2,889 | $4,691-38.4% | $3,900-25.9% | $5,851-50.6% |
| Admin fee / account holder | $114 | $6,244-98.2% | $4,914-97.7% | $11,601-99.0% |