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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,786 | $84,236-78.9% | $170,435-89.6% | $70,126-74.6% |
| Participation rate | 95.9% | 70.8%+25.1pp | 83.6%+12.3pp | 69.5%+26.4pp |
| Annual return | 25.36% | 23.06%+2.3pp | 205.94%-180.6pp | 73.15%-47.8pp |
| Employer contribution / active EE | $660 | $3,387-80.5% | $5,432-87.8% | $2,343-71.8% |
| Participant deferral / active EE | $1,145 | $3,086-62.9% | $4,939-76.8% | $3,332-65.6% |
| Admin fee / account holder | $248 | $5,698-95.6% | $13,881-98.2% | $4,645-94.7% |