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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,266 | $111,535-89.0% | $105,223-88.3% | $137,256-91.1% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.0%+9.2pp | 80.0%+4.3pp |
| Annual return | 18.04% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,474 | $3,939-62.6% | $3,689-60.0% | $4,156-64.5% |
| Participant deferral / active EE | $1,767 | $5,500-67.9% | $5,072-65.2% | $6,407-72.4% |
| Admin fee / account holder | $230 | $9,721-97.6% | $8,859-97.4% | $12,270-98.1% |