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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,083 | $81,358-80.2% | $155,556-89.7% | $80,959-80.1% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 12.33% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,345 | $3,106-56.7% | $4,675-71.2% | $2,757-51.2% |
| Participant deferral / active EE | $2,302 | $3,455-33.4% | $5,631-59.1% | $4,300-46.5% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |