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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,614 | $105,929-88.1% | $81,716-84.6% | $158,966-92.1% |
| Participation rate | 95.0% | 75.6%+19.4pp | 72.0%+23.0pp | 82.0%+13.0pp |
| Annual return | 21.47% | 38.19%-16.7pp | 29.49%-8.0pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,149 | $7,802-85.3% | $4,310-73.3% | $4,762-75.9% |
| Participant deferral / active EE | $2,927 | $13,007-77.5% | $7,108-58.8% | $5,983-51.1% |
| Admin fee / account holder | $294 | $8,492-96.5% | $5,159-94.3% | $11,250-97.4% |