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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,567 | $176,402-43.6% | $134,162-25.8% | $158,966-37.4% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 12.47% | 63.66%-51.2pp | 36.35%-23.9pp | 302.95%-290.5pp |
| Employer contribution / active EE | $805 | $5,042-84.0% | $3,705-78.3% | $4,762-83.1% |
| Participant deferral / active EE | $1,790 | $4,093-56.3% | $3,500-48.8% | $5,983-70.1% |
| Admin fee / account holder | $9 | $8,719-99.9% | $6,685-99.9% | $11,250-99.9% |