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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,458 | $111,535-89.7% | $105,223-89.1% | $137,256-91.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 35.19% | 237.85%-202.7pp | 180.65%-145.5pp | 220.34%-185.2pp |
| Employer contribution / active EE | $923 | $3,939-76.6% | $3,689-75.0% | $4,156-77.8% |
| Participant deferral / active EE | $5,460 | $5,500-0.7% | $5,072+7.7% | $6,407-14.8% |
| Admin fee / account holder | $77 | $9,721-99.2% | $8,859-99.1% | $12,270-99.4% |