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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,086 | $100,139-92.9% | $85,187-91.7% | $145,884-95.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.06% | 84.15%-72.1pp | 66.67%-54.6pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,064 | $3,238-67.2% | $2,732-61.1% | $4,662-77.2% |
| Participant deferral / active EE | $1,408 | $5,296-73.4% | $4,525-68.9% | $6,690-79.0% |
| Admin fee / account holder | $133 | $7,262-98.2% | $6,162-97.8% | $13,392-99.0% |