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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,766 | $99,053-86.1% | $88,179-84.4% | $138,895-90.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 22.92% | 78.17%-55.2pp | 64.97%-42.0pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,550 | $2,882-46.2% | $2,549-39.2% | $4,194-63.1% |
| Participant deferral / active EE | $1,555 | $5,225-70.2% | $4,614-66.3% | $6,396-75.7% |
| Admin fee / account holder | $13 | $8,748-99.9% | $7,673-99.8% | $12,562-99.9% |