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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,802 | $106,247-88.9% | $96,515-87.8% | $139,466-91.5% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 15.70% | 38.47%-22.8pp | 35.73%-20.0pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,220 | $4,106-70.3% | $3,740-67.4% | $4,754-74.3% |
| Participant deferral / active EE | $1,509 | $5,456-72.3% | $4,880-69.1% | $6,712-77.5% |
| Admin fee / account holder | $249 | $7,885-96.8% | $6,735-96.3% | $11,409-97.8% |