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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,893 | $90,530-86.9% | $76,030-84.4% | $145,897-91.8% |
| Participation rate | 84.6% | 74.4%+10.2pp | 69.1%+15.6pp | 80.3%+4.3pp |
| Annual return | 12.37% | 625.08%-612.7pp | 361.54%-349.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,741 | $3,319-47.6% | $2,688-35.2% | $4,663-62.7% |
| Participant deferral / active EE | $3,381 | $5,164-34.5% | $4,257-20.6% | $6,689-49.5% |
| Admin fee / account holder | $269 | $8,383-96.8% | $6,421-95.8% | $13,390-98.0% |