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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,490 | $111,535-91.5% | $105,223-91.0% | $137,256-93.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 55.66% | 237.85%-182.2pp | 180.65%-125.0pp | 220.34%-164.7pp |
| Employer contribution / active EE | $1,482 | $3,939-62.4% | $3,689-59.8% | $4,156-64.3% |
| Participant deferral / active EE | $2,721 | $5,500-50.5% | $5,072-46.3% | $6,407-57.5% |
| Admin fee / account holder | $130 | $9,721-98.7% | $8,859-98.5% | $12,270-98.9% |