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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,069 | $129,737-85.3% | $119,126-84.0% | $154,746-87.7% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 16.48% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,811 | $4,375-12.9% | $4,034-5.5% | $4,379-13.0% |
| Participant deferral / active EE | $3,138 | $5,842-46.3% | $5,318-41.0% | $6,730-53.4% |
| Admin fee / account holder | $212 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |