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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,325 | $103,038-90.0% | $90,324-88.6% | $152,909-93.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 22.66% | 95.25%-72.6pp | 78.15%-55.5pp | 345.46%-322.8pp |
| Employer contribution / active EE | $876 | $3,141-72.1% | $2,856-69.3% | $4,764-81.6% |
| Participant deferral / active EE | $3,045 | $4,282-28.9% | $3,885-21.6% | $5,851-48.0% |
| Admin fee / account holder | $111 | $6,177-98.2% | $5,356-97.9% | $11,601-99.0% |