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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,325 | $102,978-90.0% | $90,287-88.6% | $152,870-93.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 22.66% | 95.17%-72.5pp | 78.10%-55.4pp | 345.34%-322.7pp |
| Employer contribution / active EE | $876 | $3,139-72.1% | $2,855-69.3% | $4,763-81.6% |
| Participant deferral / active EE | $3,045 | $4,281-28.9% | $3,885-21.6% | $5,850-48.0% |
| Admin fee / account holder | $111 | $6,171-98.2% | $5,351-97.9% | $11,597-99.0% |