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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,473 | $49,896-81.0% | $80,627-88.3% | $75,173-87.4% |
| Participation rate | 73.9% | 55.3%+18.6pp | 67.0%+6.9pp | 67.2%+6.7pp |
| Annual return | 29.58% | 34.67%-5.1pp | 936.76%-907.2pp | 160.72%-131.1pp |
| Employer contribution / active EE | $1,545 | $1,699-9.1% | $2,723-43.3% | $2,671-42.2% |
| Participant deferral / active EE | $3,551 | $2,992+18.7% | $4,443-20.1% | $4,126-13.9% |
| Admin fee / account holder | $170 | $3,578-95.3% | $5,381-96.8% | $5,651-97.0% |