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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,849 | $81,696-84.3% | $70,494-81.8% | $158,982-91.9% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+8.9pp |
| Annual return | 17.59% | 208.70%-191.1pp | 109.16%-91.6pp | 302.99%-285.4pp |
| Employer contribution / active EE | $2,296 | $3,220-28.7% | $2,738-16.1% | $4,763-51.8% |
| Participant deferral / active EE | $1,922 | $4,558-57.8% | $3,711-48.2% | $5,983-67.9% |
| Admin fee / account holder | $28 | $6,200-99.5% | $3,848-99.3% | $11,252-99.7% |