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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,049 | $51,638-72.8% | $68,368-79.5% | $82,448-83.0% |
| Participation rate | 70.2% | 63.6%+6.6pp | 73.8%-3.5pp | 68.1%+2.1pp |
| Annual return | 18.12% | 37.53%-19.4pp | 292.57%-274.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $930 | $2,047-54.6% | $2,649-64.9% | $2,551-63.6% |
| Participant deferral / active EE | $2,118 | $2,914-27.3% | $4,123-48.6% | $4,139-48.8% |
| Admin fee / account holder | $105 | $4,643-97.7% | $5,150-98.0% | $7,234-98.5% |