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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,761 | $72,071-78.1% | $68,368-76.9% | $137,256-88.5% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 26.09% | 353.14%-327.1pp | 292.57%-266.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,537 | $2,788-9.0% | $2,649-4.2% | $4,156-39.0% |
| Participant deferral / active EE | $3,485 | $4,410-21.0% | $4,123-15.5% | $6,407-45.6% |
| Admin fee / account holder | $25 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |