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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,341 | $83,337-76.8% | $67,834-71.5% | $273,972-92.9% |
| Participation rate | 95.0% | 76.4%+18.6pp | 68.8%+26.2pp | 83.0%+12.0pp |
| Annual return | 7.17% | 259.45%-252.3pp | 138.47%-131.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $940 | $3,287-71.4% | $2,403-60.9% | $4,869-80.7% |
| Participant deferral / active EE | $2,391 | $4,088-41.5% | $3,160-24.3% | $5,287-54.8% |
| Admin fee / account holder | $240 | $6,752-96.5% | $4,622-94.8% | $10,133-97.6% |