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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,859 | $63,703-87.7% | $93,063-91.6% | $82,448-90.5% |
| Participation rate | 80.6% | 63.8%+16.7pp | 72.1%+8.4pp | 68.1%+12.5pp |
| Annual return | 21.86% | -775.43%+797.3pp | 34.15%-12.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,140 | $1,729-34.0% | $2,476-54.0% | $2,551-55.3% |
| Participant deferral / active EE | $1,794 | $2,919-38.5% | $3,958-54.7% | $4,139-56.7% |
| Admin fee / account holder | $179 | $5,982-97.0% | $6,033-97.0% | $7,234-97.5% |