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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,928 | $129,737-86.2% | $119,126-85.0% | $154,746-88.4% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 19.36% | 379.08%-359.7pp | 282.11%-262.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,942 | $4,375-55.6% | $4,034-51.9% | $4,379-55.7% |
| Participant deferral / active EE | $3,134 | $5,842-46.3% | $5,318-41.1% | $6,730-53.4% |
| Admin fee / account holder | $51 | $11,961-99.6% | $10,693-99.5% | $14,365-99.6% |