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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,647 | $111,535-91.4% | $105,223-90.8% | $137,256-93.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 25.37% | 237.85%-212.5pp | 180.65%-155.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,864 | $3,939-52.7% | $3,689-49.5% | $4,156-55.1% |
| Participant deferral / active EE | $2,101 | $5,500-61.8% | $5,072-58.6% | $6,407-67.2% |
| Admin fee / account holder | $14 | $9,721-99.9% | $8,859-99.8% | $12,270-99.9% |