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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,239 | $99,053-93.7% | $88,179-92.9% | $138,895-95.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 22.40% | 78.17%-55.8pp | 64.97%-42.6pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,373 | $2,882-52.4% | $2,549-46.2% | $4,194-67.3% |
| Participant deferral / active EE | $2,313 | $5,225-55.7% | $4,614-49.9% | $6,396-63.8% |
| Admin fee / account holder | $120 | $8,748-98.6% | $7,673-98.4% | $12,562-99.0% |