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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,458 | $67,823-78.7% | $52,425-72.4% | $137,256-89.5% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 22.41% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $910 | $1,163-21.8% | $914-0.5% | $4,156-78.1% |
| Participant deferral / active EE | $2,515 | $2,288+9.9% | $1,790+40.4% | $6,407-60.8% |
| Admin fee / account holder | $94 | $2,844-96.7% | $2,495-96.2% | $12,270-99.2% |