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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,843 | $108,882-80.9% | $96,754-78.5% | $154,746-86.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 10.83% | 98.39%-87.6pp | 82.04%-71.2pp | 172.34%-161.5pp |
| Employer contribution / active EE | $436 | $3,018-85.5% | $2,679-83.7% | $4,379-90.0% |
| Participant deferral / active EE | $3,409 | $5,323-36.0% | $4,758-28.4% | $6,730-49.4% |
| Admin fee / account holder | $236 | $10,200-97.7% | $8,905-97.4% | $14,365-98.4% |