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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,699 | $54,763-73.2% | $90,324-83.7% | $72,976-79.9% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.3%+24.5pp | 69.5%+28.3pp |
| Annual return | 20.00% | 30.63%-10.6pp | 78.15%-58.1pp | 81.02%-61.0pp |
| Employer contribution / active EE | $815 | $2,093-61.1% | $2,856-71.4% | $2,440-66.6% |
| Participant deferral / active EE | $2,195 | $2,887-24.0% | $3,885-43.5% | $3,608-39.2% |
| Admin fee / account holder | $276 | $3,973-93.1% | $5,356-94.8% | $5,124-94.6% |