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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,397 | $97,125-91.4% | $86,233-90.3% | $137,256-93.9% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 19.67% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $952 | $2,841-66.5% | $2,504-62.0% | $4,156-77.1% |
| Participant deferral / active EE | $1,217 | $5,180-76.5% | $4,559-73.3% | $6,407-81.0% |
| Admin fee / account holder | $288 | $9,725-97.0% | $8,342-96.5% | $12,270-97.6% |