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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,073 | $172,111-93.6% | $150,298-92.6% | $137,256-91.9% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 20.67% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,342 | $4,636-71.0% | $4,154-67.7% | $4,156-67.7% |
| Participant deferral / active EE | $1,905 | $6,166-69.1% | $5,453-65.1% | $6,407-70.3% |
| Admin fee / account holder | $164 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |