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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,850 | $101,618-88.3% | $93,063-87.3% | $137,256-91.4% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 18.23% | 223.95%-205.7pp | 34.15%-15.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $786 | $2,707-71.0% | $2,476-68.3% | $4,156-81.1% |
| Participant deferral / active EE | $1,526 | $4,279-64.3% | $3,958-61.4% | $6,407-76.2% |
| Admin fee / account holder | $42 | $6,198-99.3% | $6,033-99.3% | $12,270-99.7% |