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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,893 | $90,691-86.9% | $76,119-84.4% | $145,884-91.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.1%+15.5pp | 80.3%+4.3pp |
| Annual return | 12.37% | 624.52%-612.1pp | 361.25%-348.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,741 | $3,329-47.7% | $2,693-35.3% | $4,662-62.7% |
| Participant deferral / active EE | $3,381 | $5,167-34.6% | $4,259-20.6% | $6,690-49.5% |
| Admin fee / account holder | $269 | $8,383-96.8% | $6,421-95.8% | $13,392-98.0% |