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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,928 | $111,535-83.9% | $105,223-83.0% | $137,256-86.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 19.36% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,942 | $3,939-50.7% | $3,689-47.4% | $4,156-53.3% |
| Participant deferral / active EE | $3,134 | $5,500-43.0% | $5,072-38.2% | $6,407-51.1% |
| Admin fee / account holder | $51 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |