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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,241 | $101,618-89.9% | $93,063-89.0% | $137,256-92.5% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 20.49% | 223.95%-203.5pp | 34.15%-13.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,468 | $2,707-45.8% | $2,476-40.7% | $4,156-64.7% |
| Participant deferral / active EE | $4,098 | $4,279-4.2% | $3,958+3.5% | $6,407-36.0% |
| Admin fee / account holder | $263 | $6,198-95.8% | $6,033-95.6% | $12,270-97.9% |