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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,661 | $134,817-86.2% | $123,973-84.9% | $155,188-88.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.7%+14.3pp | 80.8%+10.1pp |
| Annual return | 21.58% | 515.49%-493.9pp | 388.13%-366.5pp | 148.84%-127.3pp |
| Employer contribution / active EE | $1,744 | $4,425-60.6% | $4,126-57.7% | $4,248-58.9% |
| Participant deferral / active EE | $2,433 | $5,706-57.4% | $5,247-53.6% | $6,531-62.7% |
| Admin fee / account holder | $41 | $13,245-99.7% | $11,799-99.7% | $14,480-99.7% |