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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,451 | $97,125-93.4% | $86,233-92.5% | $137,256-95.3% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 22.91% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,336 | $2,841-53.0% | $2,504-46.7% | $4,156-67.9% |
| Participant deferral / active EE | $1,542 | $5,180-70.2% | $4,559-66.2% | $6,407-75.9% |
| Admin fee / account holder | $175 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |