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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,128 | $116,360-91.3% | $65,566-84.6% | $139,466-92.7% |
| Participation rate | 80.0% | 67.8%+12.2pp | 64.9%+15.1pp | 80.3%-0.3pp |
| Annual return | 26.44% | 31.23%-4.8pp | 47.40%-21.0pp | 373.66%-347.2pp |
| Employer contribution / active EE | $1,819 | $2,600-30.0% | $1,692+7.5% | $4,754-61.7% |
| Participant deferral / active EE | $2,484 | $4,242-41.5% | $2,832-12.3% | $6,712-63.0% |
| Admin fee / account holder | $18 | $6,701-99.7% | $4,114-99.6% | $11,409-99.8% |