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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,878 | $100,139-91.1% | $85,187-89.6% | $145,884-93.9% |
| Participation rate | 82.6% | 74.1%+8.5pp | 67.5%+15.1pp | 80.3%+2.3pp |
| Annual return | 16.03% | 84.15%-68.1pp | 66.67%-50.6pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,564 | $3,238-51.7% | $2,732-42.8% | $4,662-66.5% |
| Participant deferral / active EE | $1,891 | $5,296-64.3% | $4,525-58.2% | $6,690-71.7% |
| Admin fee / account holder | $52 | $7,262-99.3% | $6,162-99.2% | $13,392-99.6% |