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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,849 | $81,643-84.3% | $70,462-81.8% | $158,950-91.9% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.8pp | 82.0%+8.9pp |
| Annual return | 17.59% | 208.51%-190.9pp | 109.08%-91.5pp | 302.91%-285.3pp |
| Employer contribution / active EE | $2,296 | $3,218-28.6% | $2,737-16.1% | $4,762-51.8% |
| Participant deferral / active EE | $1,922 | $4,555-57.8% | $3,710-48.2% | $5,983-67.9% |
| Admin fee / account holder | $28 | $6,194-99.5% | $3,845-99.3% | $11,248-99.7% |