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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,725 | $97,125-94.1% | $86,233-93.4% | $137,256-95.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 26.41% | 74.19%-47.8pp | 61.39%-35.0pp | 220.34%-193.9pp |
| Employer contribution / active EE | $847 | $2,841-70.2% | $2,504-66.2% | $4,156-79.6% |
| Participant deferral / active EE | $2,180 | $5,180-57.9% | $4,559-52.2% | $6,407-66.0% |
| Admin fee / account holder | $15 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |