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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,000 | $97,125-85.6% | $86,233-83.8% | $137,256-89.8% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 18.12% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,032 | $2,841-63.7% | $2,504-58.8% | $4,156-75.2% |
| Participant deferral / active EE | $1,258 | $5,180-75.7% | $4,559-72.4% | $6,407-80.4% |
| Admin fee / account holder | $14 | $9,725-99.9% | $8,342-99.8% | $12,270-99.9% |