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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,662 | $108,882-84.7% | $96,754-82.8% | $154,746-89.2% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 22.67% | 98.39%-75.7pp | 82.04%-59.4pp | 172.34%-149.7pp |
| Employer contribution / active EE | $794 | $3,018-73.7% | $2,679-70.3% | $4,379-81.9% |
| Participant deferral / active EE | $2,931 | $5,323-44.9% | $4,758-38.4% | $6,730-56.5% |
| Admin fee / account holder | $69 | $10,200-99.3% | $8,905-99.2% | $14,365-99.5% |