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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,657 | $111,787-87.8% | $93,681-85.4% | $145,978-90.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 11.09% | 203.52%-192.4pp | 133.47%-122.4pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,224 | $3,093-60.4% | $2,422-49.5% | $4,662-73.8% |
| Participant deferral / active EE | $7,542 | $4,918+53.4% | $4,415+70.8% | $6,690+12.7% |
| Admin fee / account holder | $92 | $10,256-99.1% | $8,290-98.9% | $13,400-99.3% |