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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,138 | $102,938-88.2% | $94,105-87.1% | $138,895-91.3% |
| Participation rate | 88.9% | 74.6%+14.2pp | 71.9%+16.9pp | 79.9%+9.0pp |
| Annual return | 22.69% | 250.28%-227.6pp | 204.55%-181.9pp | 145.39%-122.7pp |
| Employer contribution / active EE | $1,528 | $2,732-44.1% | $2,504-39.0% | $4,194-63.6% |
| Participant deferral / active EE | $2,089 | $4,196-50.2% | $3,881-46.2% | $6,396-67.3% |
| Admin fee / account holder | $35 | $6,600-99.5% | $6,199-99.4% | $12,562-99.7% |