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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,777 | $158,852-78.1% | $121,220-71.3% | $135,380-74.3% |
| Participation rate | 95.5% | 79.3%+16.1pp | 71.8%+23.7pp | 82.6%+12.8pp |
| Annual return | 12.04% | -0.64%+12.7pp | 16.94%-4.9pp | 519.81%-507.8pp |
| Employer contribution / active EE | $716 | $5,666-87.4% | $4,023-82.2% | $4,779-85.0% |
| Participant deferral / active EE | $3,309 | $4,006-17.4% | $3,345-1.1% | $5,609-41.0% |
| Admin fee / account holder | $138 | $6,515-97.9% | $5,021-97.3% | $10,828-98.7% |