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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,434 | $53,128-67.2% | $86,582-79.9% | $70,126-75.1% |
| Participation rate | 91.9% | 65.3%+26.6pp | 73.5%+18.3pp | 69.5%+22.4pp |
| Annual return | 14.64% | 27.66%-13.0pp | 965.08%-950.4pp | 73.15%-58.5pp |
| Employer contribution / active EE | $430 | $2,068-79.2% | $2,839-84.9% | $2,343-81.7% |
| Participant deferral / active EE | $1,058 | $2,695-60.8% | $3,609-70.7% | $3,332-68.3% |
| Admin fee / account holder | $1 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |