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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,008 | $108,882-89.9% | $96,754-88.6% | $154,746-92.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 70.3%+20.6pp | 80.7%+10.2pp |
| Annual return | 22.41% | 98.39%-76.0pp | 82.04%-59.6pp | 172.34%-149.9pp |
| Employer contribution / active EE | $918 | $3,018-69.6% | $2,679-65.7% | $4,379-79.0% |
| Participant deferral / active EE | $3,249 | $5,323-39.0% | $4,758-31.7% | $6,730-51.7% |
| Admin fee / account holder | $36 | $10,200-99.6% | $8,905-99.6% | $14,365-99.7% |