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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,231 | $126,113-91.1% | $116,096-90.3% | $155,188-92.8% |
| Participation rate | 83.3% | 75.1%+8.2pp | 73.3%+10.0pp | 80.8%+2.5pp |
| Annual return | 24.16% | 391.72%-367.6pp | 326.25%-302.1pp | 148.84%-124.7pp |
| Employer contribution / active EE | $839 | $2,672-68.6% | $2,503-66.5% | $4,248-80.2% |
| Participant deferral / active EE | $3,376 | $4,162-18.9% | $3,952-14.6% | $6,531-48.3% |
| Admin fee / account holder | $27 | $8,045-99.7% | $7,704-99.6% | $14,480-99.8% |