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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,361 | $72,071-85.6% | $68,368-84.8% | $137,256-92.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 17.35% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $386 | $2,788-86.1% | $2,649-85.4% | $4,156-90.7% |
| Participant deferral / active EE | $1,102 | $4,410-75.0% | $4,123-73.3% | $6,407-82.8% |
| Admin fee / account holder | $161 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |