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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,179 | $126,113-88.0% | $116,096-86.9% | $155,188-90.2% |
| Participation rate | 83.3% | 75.1%+8.2pp | 73.3%+10.0pp | 80.8%+2.5pp |
| Annual return | 17.75% | 391.72%-374.0pp | 326.25%-308.5pp | 148.84%-131.1pp |
| Employer contribution / active EE | $242 | $2,672-91.0% | $2,503-90.4% | $4,248-94.3% |
| Participant deferral / active EE | $1,401 | $4,162-66.4% | $3,952-64.6% | $6,531-78.6% |
| Admin fee / account holder | $146 | $8,045-98.2% | $7,704-98.1% | $14,480-99.0% |