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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,138 | $101,618-88.1% | $93,063-87.0% | $137,256-91.2% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 22.69% | 223.95%-201.3pp | 34.15%-11.5pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,528 | $2,707-43.6% | $2,476-38.3% | $4,156-63.2% |
| Participant deferral / active EE | $2,089 | $4,279-51.2% | $3,958-47.2% | $6,407-67.4% |
| Admin fee / account holder | $35 | $6,198-99.4% | $6,033-99.4% | $12,270-99.7% |