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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,537 | $102,595-84.9% | $94,057-83.5% | $154,746-90.0% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 80.7%-10.7pp |
| Annual return | 18.86% | 583.42%-564.6pp | 480.62%-461.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $436 | $3,147-86.1% | $2,933-85.1% | $4,379-90.0% |
| Participant deferral / active EE | $1,364 | $5,118-73.3% | $4,709-71.0% | $6,730-79.7% |
| Admin fee / account holder | $290 | $7,736-96.2% | $7,244-96.0% | $14,365-98.0% |