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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,804 | $111,814-87.7% | $93,654-85.3% | $145,959-90.5% |
| Participation rate | 85.0% | 74.2%+10.8pp | 68.7%+16.3pp | 80.3%+4.7pp |
| Annual return | 12.04% | 203.30%-191.3pp | 133.34%-121.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $909 | $3,092-70.6% | $2,421-62.4% | $4,661-80.5% |
| Participant deferral / active EE | $3,016 | $4,914-38.6% | $4,413-31.6% | $6,689-54.9% |
| Admin fee / account holder | $234 | $10,246-97.7% | $8,282-97.2% | $13,398-98.3% |