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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,678 | $126,113-87.6% | $116,096-86.5% | $155,188-89.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 15.96% | 391.72%-375.8pp | 326.25%-310.3pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,176 | $2,672-56.0% | $2,503-53.0% | $4,248-72.3% |
| Participant deferral / active EE | $4,282 | $4,162+2.9% | $3,952+8.3% | $6,531-34.4% |
| Admin fee / account holder | $211 | $8,045-97.4% | $7,704-97.3% | $14,480-98.5% |