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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,360 | $183,539-78.0% | $155,556-74.1% | $145,897-72.3% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 15.32% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,170 | $5,315-78.0% | $4,675-75.0% | $4,663-74.9% |
| Participant deferral / active EE | $2,693 | $6,467-58.4% | $5,631-52.2% | $6,689-59.7% |
| Admin fee / account holder | $279 | $19,275-98.6% | $15,885-98.2% | $13,390-97.9% |