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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,508 | $110,410-88.7% | $102,437-87.8% | $145,897-91.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.03% | 24.85%-13.8pp | 24.95%-13.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,067 | $4,217-74.7% | $3,871-72.4% | $4,663-77.1% |
| Participant deferral / active EE | $1,880 | $5,622-66.6% | $5,060-62.8% | $6,689-71.9% |
| Admin fee / account holder | $268 | $9,745-97.3% | $8,388-96.8% | $13,390-98.0% |