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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,888 | $101,618-89.3% | $93,063-88.3% | $137,256-92.1% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 21.53% | 223.95%-202.4pp | 34.15%-12.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,164 | $2,707-57.0% | $2,476-53.0% | $4,156-72.0% |
| Participant deferral / active EE | $2,094 | $4,279-51.1% | $3,958-47.1% | $6,407-67.3% |
| Admin fee / account holder | $282 | $6,198-95.5% | $6,033-95.3% | $12,270-97.7% |