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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,207 | $100,139-92.8% | $85,187-91.5% | $145,884-95.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 16.28% | 84.15%-67.9pp | 66.67%-50.4pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,282 | $3,238-60.4% | $2,732-53.1% | $4,662-72.5% |
| Participant deferral / active EE | $1,901 | $5,296-64.1% | $4,525-58.0% | $6,690-71.6% |
| Admin fee / account holder | $21 | $7,262-99.7% | $6,162-99.7% | $13,392-99.8% |