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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,472 | $51,638-95.2% | $68,368-96.4% | $82,448-97.0% |
| Participation rate | 74.5% | 63.6%+10.9pp | 73.8%+0.8pp | 68.1%+6.5pp |
| Annual return | 22.06% | 37.53%-15.5pp | 292.57%-270.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $442 | $2,047-78.4% | $2,649-83.3% | $2,551-82.7% |
| Participant deferral / active EE | $660 | $2,914-77.3% | $4,123-84.0% | $4,139-84.0% |
| Admin fee / account holder | $197 | $4,643-95.7% | $5,150-96.2% | $7,234-97.3% |