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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,840 | $100,073-88.2% | $85,126-86.1% | $145,877-91.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.13% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $800 | $3,236-75.3% | $2,731-70.7% | $4,663-82.8% |
| Participant deferral / active EE | $1,267 | $5,294-76.1% | $4,523-72.0% | $6,691-81.1% |
| Admin fee / account holder | $168 | $7,261-97.7% | $6,160-97.3% | $13,402-98.7% |