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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,813 | $69,252-85.8% | $64,099-84.7% | $139,456-93.0% |
| Participation rate | 73.9% | 75.6%-1.7pp | 72.3%+1.6pp | 80.3%-6.4pp |
| Annual return | 12.50% | 45.89%-33.4pp | 33.70%-21.2pp | 373.45%-361.0pp |
| Employer contribution / active EE | $1,034 | $3,184-67.5% | $2,748-62.4% | $4,753-78.2% |
| Participant deferral / active EE | $1,244 | $4,683-73.4% | $3,881-67.9% | $6,711-81.5% |
| Admin fee / account holder | $143 | $4,248-96.6% | $3,070-95.3% | $11,407-98.7% |