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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,172 | $81,331-82.6% | $155,534-90.9% | $80,935-82.5% |
| Participation rate | 89.1% | 66.3%+22.9pp | 78.2%+10.9pp | 67.7%+21.5pp |
| Annual return | 14.36% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,013 | $3,105-35.2% | $4,675-56.9% | $2,757-27.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11 | $7,999-99.9% | $15,900-99.9% | $6,924-99.8% |