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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,168 | $105,929-89.5% | $81,716-86.3% | $158,966-93.0% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.0%+5.8pp | 82.0%-4.2pp |
| Annual return | 16.77% | 38.19%-21.4pp | 29.49%-12.7pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,058 | $7,802-86.4% | $4,310-75.5% | $4,762-77.8% |
| Participant deferral / active EE | $1,322 | $13,007-89.8% | $7,108-81.4% | $5,983-77.9% |
| Admin fee / account holder | $116 | $8,492-98.6% | $5,159-97.8% | $11,250-99.0% |