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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,207 | $99,995-92.8% | $85,063-91.5% | $145,978-95.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 16.28% | 83.99%-67.7pp | 66.54%-50.3pp | 550.52%-534.2pp |
| Employer contribution / active EE | $1,282 | $3,231-60.3% | $2,727-53.0% | $4,662-72.5% |
| Participant deferral / active EE | $1,901 | $5,295-64.1% | $4,523-58.0% | $6,690-71.6% |
| Admin fee / account holder | $21 | $7,255-99.7% | $6,155-99.7% | $13,400-99.8% |