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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,475 | $90,486-82.9% | $78,676-80.3% | $273,972-94.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 9.14% | 75.62%-66.5pp | 62.19%-53.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,136 | $3,175-64.2% | $2,850-60.1% | $4,869-76.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |