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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,241 | $126,113-91.9% | $116,096-91.2% | $155,188-93.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 73.3%+14.2pp | 80.8%+6.7pp |
| Annual return | 20.49% | 391.72%-371.2pp | 326.25%-305.8pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,468 | $2,672-45.1% | $2,503-41.4% | $4,248-65.5% |
| Participant deferral / active EE | $4,098 | $4,162-1.5% | $3,952+3.7% | $6,531-37.3% |
| Admin fee / account holder | $263 | $8,045-96.7% | $7,704-96.6% | $14,480-98.2% |