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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,138 | $126,113-90.4% | $116,096-89.5% | $155,188-92.2% |
| Participation rate | 88.9% | 75.1%+13.7pp | 73.3%+15.6pp | 80.8%+8.1pp |
| Annual return | 22.69% | 391.72%-369.0pp | 326.25%-303.6pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,528 | $2,672-42.8% | $2,503-39.0% | $4,248-64.0% |
| Participant deferral / active EE | $2,089 | $4,162-49.8% | $3,952-47.1% | $6,531-68.0% |
| Admin fee / account holder | $35 | $8,045-99.6% | $7,704-99.5% | $14,480-99.8% |