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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,399 | $102,245-71.2% | $89,340-67.1% | $137,256-78.6% |
| Participation rate | 92.9% | 74.9%+18.0pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 16.59% | 21.89%-5.3pp | 20.57%-4.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,553 | $2,529-38.6% | $2,231-30.4% | $4,156-62.6% |
| Participant deferral / active EE | $3,217 | $4,436-27.5% | $3,823-15.9% | $6,407-49.8% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |