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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,955 | $90,614-85.7% | $76,089-83.0% | $145,877-91.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.1%+14.2pp | 80.3%+3.0pp |
| Annual return | 19.59% | 623.80%-604.2pp | 360.94%-341.4pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,133 | $3,324-65.9% | $2,690-57.9% | $4,663-75.7% |
| Participant deferral / active EE | $2,976 | $5,168-42.4% | $4,259-30.1% | $6,691-55.5% |
| Admin fee / account holder | $165 | $8,376-98.0% | $6,418-97.4% | $13,402-98.8% |