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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,804 | $111,830-87.7% | $93,696-85.3% | $145,884-90.5% |
| Participation rate | 85.0% | 74.2%+10.8pp | 68.7%+16.3pp | 80.3%+4.7pp |
| Annual return | 12.04% | 204.08%-192.0pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $909 | $3,093-70.6% | $2,422-62.5% | $4,662-80.5% |
| Participant deferral / active EE | $3,016 | $4,920-38.7% | $4,417-31.7% | $6,690-54.9% |
| Admin fee / account holder | $234 | $10,249-97.7% | $8,287-97.2% | $13,392-98.3% |