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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,256 | $97,125-91.5% | $86,233-90.4% | $137,256-94.0% |
| Participation rate | 81.0% | 74.2%+6.8pp | 69.0%+11.9pp | 80.0%+1.0pp |
| Annual return | 22.92% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $777 | $2,841-72.7% | $2,504-69.0% | $4,156-81.3% |
| Participant deferral / active EE | $1,675 | $5,180-67.7% | $4,559-63.3% | $6,407-73.9% |
| Admin fee / account holder | $33 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |