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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,897 | $48,078-64.9% | $78,676-78.5% | $62,881-73.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.24% | 31.36%-23.1pp | 62.19%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $993 | $2,015-50.7% | $2,850-65.2% | $2,281-56.5% |
| Participant deferral / active EE | $1,951 | $2,587-24.6% | $3,517-44.5% | $3,203-39.1% |
| Admin fee / account holder | $215 | $3,206-93.3% | $4,510-95.2% | $4,296-95.0% |