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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,353 | $99,995-91.6% | $85,063-90.2% | $145,978-94.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 16.84% | 83.99%-67.2pp | 66.54%-49.7pp | 550.52%-533.7pp |
| Employer contribution / active EE | $852 | $3,231-73.6% | $2,727-68.8% | $4,662-81.7% |
| Participant deferral / active EE | $951 | $5,295-82.0% | $4,523-79.0% | $6,690-85.8% |
| Admin fee / account holder | $27 | $7,255-99.6% | $6,155-99.6% | $13,400-99.8% |