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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,159 | $84,236-72.5% | $170,435-86.4% | $70,126-67.0% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 12.93% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,099 | $3,387-67.5% | $5,432-79.8% | $2,343-53.1% |
| Participant deferral / active EE | $2,094 | $3,086-32.1% | $4,939-57.6% | $3,332-37.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |