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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,628 | $70,366-63.6% | $66,674-61.6% | $138,895-81.5% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 17.82% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,231 | $2,765-55.5% | $2,620-53.0% | $4,194-70.7% |
| Participant deferral / active EE | $1,231 | $4,374-71.9% | $4,084-69.9% | $6,396-80.8% |
| Admin fee / account holder | $145 | $5,262-97.2% | $5,098-97.2% | $12,562-98.8% |