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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,397 | $108,882-92.3% | $96,754-91.3% | $154,746-94.6% |
| Participation rate | 81.8% | 75.1%+6.7pp | 70.3%+11.5pp | 80.7%+1.1pp |
| Annual return | 19.67% | 98.39%-78.7pp | 82.04%-62.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $952 | $3,018-68.5% | $2,679-64.5% | $4,379-78.3% |
| Participant deferral / active EE | $1,217 | $5,323-77.1% | $4,758-74.4% | $6,730-81.9% |
| Admin fee / account holder | $288 | $10,200-97.2% | $8,905-96.8% | $14,365-98.0% |