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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,767 | $99,053-88.1% | $88,179-86.7% | $138,895-91.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.1%+12.7pp | 79.9%+1.9pp |
| Annual return | 20.83% | 78.17%-57.3pp | 64.97%-44.1pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,197 | $2,882-58.5% | $2,549-53.1% | $4,194-71.5% |
| Participant deferral / active EE | $1,935 | $5,225-63.0% | $4,614-58.1% | $6,396-69.7% |
| Admin fee / account holder | $299 | $8,748-96.6% | $7,673-96.1% | $12,562-97.6% |