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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,263 | $72,071-85.8% | $68,368-85.0% | $137,256-92.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 31.73% | 353.14%-321.4pp | 292.57%-260.8pp | 220.34%-188.6pp |
| Employer contribution / active EE | $1,431 | $2,788-48.7% | $2,649-46.0% | $4,156-65.6% |
| Participant deferral / active EE | $4,864 | $4,410+10.3% | $4,123+18.0% | $6,407-24.1% |
| Admin fee / account holder | $14 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |