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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,337 | $75,962-77.2% | $154,108-88.8% | $64,173-73.0% |
| Participation rate | 78.9% | 70.4%+8.5pp | 83.0%-4.1pp | 69.6%+9.4pp |
| Annual return | 7.12% | 30.32%-23.2pp | 735.21%-728.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $526 | $3,350-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $1,985 | $3,175-37.5% | $5,081-60.9% | $3,470-42.8% |
| Admin fee / account holder | $104 | $5,589-98.1% | $13,411-99.2% | $4,887-97.9% |