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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,893 | $90,614-86.9% | $76,089-84.4% | $145,877-91.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.1%+15.5pp | 80.3%+4.3pp |
| Annual return | 12.37% | 623.80%-611.4pp | 360.94%-348.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,741 | $3,324-47.6% | $2,690-35.3% | $4,663-62.7% |
| Participant deferral / active EE | $3,381 | $5,168-34.6% | $4,259-20.6% | $6,691-49.5% |
| Admin fee / account holder | $269 | $8,376-96.8% | $6,418-95.8% | $13,402-98.0% |