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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,799 | $97,125-90.9% | $86,233-89.8% | $137,256-93.6% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.0%+4.9pp | 80.0%-6.0pp |
| Annual return | 22.86% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,611 | $2,841-43.3% | $2,504-35.7% | $4,156-61.2% |
| Participant deferral / active EE | $1,828 | $5,180-64.7% | $4,559-59.9% | $6,407-71.5% |
| Admin fee / account holder | $137 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |