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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,679 | $90,486-73.8% | $78,676-69.9% | $273,972-91.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 7.02% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $567 | $3,175-82.2% | $2,850-80.1% | $4,869-88.4% |
| Participant deferral / active EE | $2,150 | $3,901-44.9% | $3,517-38.9% | $5,287-59.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |