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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,774 | $114,013-90.6% | $103,693-89.6% | $155,188-93.1% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.1pp | 80.8%-3.0pp |
| Annual return | 21.54% | 49.31%-27.8pp | 47.61%-26.1pp | 148.84%-127.3pp |
| Employer contribution / active EE | $955 | $3,131-69.5% | $2,920-67.3% | $4,248-77.5% |
| Participant deferral / active EE | $2,188 | $4,970-56.0% | $4,579-52.2% | $6,531-66.5% |
| Admin fee / account holder | $173 | $8,407-97.9% | $7,858-97.8% | $14,480-98.8% |