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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,138 | $108,212-90.6% | $77,513-86.9% | $158,966-93.6% |
| Participation rate | 86.7% | 64.4%+22.2pp | 54.2%+32.5pp | 82.0%+4.7pp |
| Annual return | 10.68% | 31.67%-21.0pp | 54.81%-44.1pp | 302.95%-292.3pp |
| Employer contribution / active EE | $524 | $1,325-60.5% | $987-46.9% | $4,762-89.0% |
| Participant deferral / active EE | $928 | $2,455-62.2% | $1,861-50.1% | $5,983-84.5% |
| Admin fee / account holder | $165 | $3,709-95.5% | $2,859-94.2% | $11,250-98.5% |