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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,080 | $90,486-81.1% | $78,676-78.3% | $273,972-93.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 18.91% | 75.62%-56.7pp | 62.19%-43.3pp | 41.46%-22.5pp |
| Employer contribution / active EE | $2,612 | $3,175-17.7% | $2,850-8.3% | $4,869-46.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |