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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,508 | $111,814-88.8% | $103,378-87.9% | $145,978-91.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.03% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,067 | $4,215-74.7% | $3,870-72.4% | $4,662-77.1% |
| Participant deferral / active EE | $1,880 | $5,618-66.5% | $5,058-62.8% | $6,690-71.9% |
| Admin fee / account holder | $268 | $9,764-97.3% | $8,401-96.8% | $13,400-98.0% |