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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,311 | $97,125-92.5% | $86,233-91.5% | $137,256-94.7% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.0%+24.3pp | 80.0%+13.4pp |
| Annual return | 21.34% | 74.19%-52.8pp | 61.39%-40.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $959 | $2,841-66.2% | $2,504-61.7% | $4,156-76.9% |
| Participant deferral / active EE | $3,006 | $5,180-42.0% | $4,559-34.1% | $6,407-53.1% |
| Admin fee / account holder | $148 | $9,725-98.5% | $8,342-98.2% | $12,270-98.8% |