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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,129 | $91,198-75.7% | $178,503-87.6% | $79,856-72.3% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 14.99% | 24.20%-9.2pp | 151.12%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $837 | $3,257-74.3% | $5,011-83.3% | $2,471-66.1% |
| Participant deferral / active EE | $3,013 | $3,237-6.9% | $5,202-42.1% | $3,741-19.4% |
| Admin fee / account holder | $266 | $6,748-96.1% | $13,987-98.1% | $5,306-95.0% |