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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,256 | $99,053-91.7% | $88,179-90.6% | $138,895-94.1% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.1%+11.8pp | 79.9%+1.0pp |
| Annual return | 22.92% | 78.17%-55.3pp | 64.97%-42.1pp | 145.39%-122.5pp |
| Employer contribution / active EE | $777 | $2,882-73.1% | $2,549-69.5% | $4,194-81.5% |
| Participant deferral / active EE | $1,675 | $5,225-67.9% | $4,614-63.7% | $6,396-73.8% |
| Admin fee / account holder | $33 | $8,748-99.6% | $7,673-99.6% | $12,562-99.7% |