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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,950 | $114,119-87.8% | $107,187-87.0% | $138,895-90.0% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 19.65% | 273.21%-253.6pp | 204.55%-184.9pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,688 | $4,059-58.4% | $3,782-55.4% | $4,194-59.8% |
| Participant deferral / active EE | $2,232 | $5,538-59.7% | $5,096-56.2% | $6,396-65.1% |
| Admin fee / account holder | $196 | $10,024-98.0% | $9,162-97.9% | $12,562-98.4% |