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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,452 | $61,605-68.4% | $112,273-82.7% | $75,173-74.1% |
| Participation rate | 81.4% | 61.7%+19.7pp | 72.4%+9.0pp | 67.2%+14.2pp |
| Annual return | 44.97% | 28.47%+16.5pp | 30.23%+14.7pp | 160.72%-115.7pp |
| Employer contribution / active EE | $708 | $2,015-64.9% | $3,431-79.4% | $2,671-73.5% |
| Participant deferral / active EE | $4,044 | $3,108+30.1% | $4,800-15.8% | $4,126-2.0% |
| Admin fee / account holder | $219 | $4,862-95.5% | $7,752-97.2% | $5,651-96.1% |