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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,922 | $88,754-67.4% | $81,820-64.7% | $145,877-80.2% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 14.55% | 1031.77%-1017.2pp | 777.93%-763.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,453 | $3,085-52.9% | $2,915-50.1% | $4,663-68.8% |
| Participant deferral / active EE | $5,225 | $4,648+12.4% | $4,323+20.9% | $6,691-21.9% |
| Admin fee / account holder | $229 | $8,424-97.3% | $7,391-96.9% | $13,402-98.3% |