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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,654 | $100,073-86.4% | $85,126-84.0% | $145,877-90.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 12.57% | 84.11%-71.5pp | 66.63%-54.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,368 | $3,236-57.7% | $2,731-49.9% | $4,663-70.7% |
| Participant deferral / active EE | $6,265 | $5,294+18.3% | $4,523+38.5% | $6,691-6.4% |
| Admin fee / account holder | $19 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |