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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,850 | $125,778-90.6% | $114,563-89.7% | $154,746-92.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 18.23% | 295.14%-276.9pp | 241.09%-222.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $786 | $2,806-72.0% | $2,592-69.7% | $4,379-82.1% |
| Participant deferral / active EE | $1,526 | $4,445-65.7% | $4,142-63.1% | $6,730-77.3% |
| Admin fee / account holder | $42 | $8,190-99.5% | $7,623-99.4% | $14,365-99.7% |