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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,821 | $99,053-92.1% | $88,179-91.1% | $138,895-94.4% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.1%+7.3pp | 79.9%-3.4pp |
| Annual return | 10.89% | 78.17%-67.3pp | 64.97%-54.1pp | 145.39%-134.5pp |
| Employer contribution / active EE | $919 | $2,882-68.1% | $2,549-64.0% | $4,194-78.1% |
| Participant deferral / active EE | $1,085 | $5,225-79.2% | $4,614-76.5% | $6,396-83.0% |
| Admin fee / account holder | $191 | $8,748-97.8% | $7,673-97.5% | $12,562-98.5% |