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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,190 | $43,730-83.6% | $66,674-89.2% | $64,097-88.8% |
| Participation rate | 88.7% | 50.7%+37.9pp | 73.7%+15.0pp | 55.2%+33.5pp |
| Annual return | 18.60% | 53.62%-35.0pp | 321.24%-302.6pp | 34.64%-16.0pp |
| Employer contribution / active EE | $1,005 | $1,673-39.9% | $2,620-61.6% | $1,891-46.9% |
| Participant deferral / active EE | $1,535 | $2,122-27.6% | $4,084-62.4% | $3,080-50.2% |
| Admin fee / account holder | $233 | $2,708-91.4% | $5,098-95.4% | $3,454-93.3% |