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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,083 | $81,233-80.2% | $155,567-89.7% | $80,874-80.1% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 12.33% | 33.33%-21.0pp | 64.74%-52.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,345 | $3,101-56.6% | $4,674-71.2% | $2,756-51.2% |
| Participant deferral / active EE | $2,302 | $3,452-33.3% | $5,628-59.1% | $4,297-46.4% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |