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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,358 | $172,111-93.4% | $150,298-92.4% | $137,256-91.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 26.83% | 69.37%-42.5pp | 62.79%-36.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,965 | $4,636-57.6% | $4,154-52.7% | $4,156-52.7% |
| Participant deferral / active EE | $2,919 | $6,166-52.7% | $5,453-46.5% | $6,407-54.4% |
| Admin fee / account holder | $81 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |