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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,912 | $70,684-71.8% | $169,390-88.2% | $75,173-73.5% |
| Participation rate | 98.1% | 64.8%+33.3pp | 77.2%+20.9pp | 67.2%+30.9pp |
| Annual return | 31.30% | 36.38%-5.1pp | 406.07%-374.8pp | 160.72%-129.4pp |
| Employer contribution / active EE | $3,997 | $2,211+80.8% | $4,013-0.4% | $2,671+49.7% |
| Participant deferral / active EE | $1,502 | $4,310-65.1% | $6,222-75.9% | $4,126-63.6% |
| Admin fee / account holder | $281 | $5,404-94.8% | $9,015-96.9% | $5,651-95.0% |