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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,989 | $125,778-92.9% | $114,563-92.2% | $154,746-94.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.9%+16.0pp | 80.7%+8.2pp |
| Annual return | 17.40% | 295.14%-277.7pp | 241.09%-223.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,008 | $2,806-64.1% | $2,592-61.1% | $4,379-77.0% |
| Participant deferral / active EE | $1,756 | $4,445-60.5% | $4,142-57.6% | $6,730-73.9% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |