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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,860 | $126,113-85.0% | $116,096-83.8% | $155,188-87.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 73.3%+12.4pp | 80.8%+4.9pp |
| Annual return | 39.85% | 391.72%-351.9pp | 326.25%-286.4pp | 148.84%-109.0pp |
| Employer contribution / active EE | $1,442 | $2,672-46.0% | $2,503-42.4% | $4,248-66.1% |
| Participant deferral / active EE | $4,287 | $4,162+3.0% | $3,952+8.5% | $6,531-34.4% |
| Admin fee / account holder | $31 | $8,045-99.6% | $7,704-99.6% | $14,480-99.8% |