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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,664 | $158,393-87.6% | $143,412-86.3% | $155,188-87.3% |
| Participation rate | 88.9% | 79.7%+9.2pp | 78.5%+10.4pp | 80.8%+8.1pp |
| Annual return | 22.08% | 324.22%-302.1pp | 256.99%-234.9pp | 148.84%-126.8pp |
| Employer contribution / active EE | $1,805 | $3,911-53.9% | $3,748-51.8% | $4,248-57.5% |
| Participant deferral / active EE | $3,053 | $7,193-57.6% | $6,816-55.2% | $6,531-53.2% |
| Admin fee / account holder | $52 | $12,964-99.6% | $11,396-99.5% | $14,480-99.6% |