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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,568 | $108,285-85.6% | $77,552-79.9% | $158,982-90.2% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 20.64% | 31.69%-11.0pp | 54.82%-34.2pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,092 | $1,325-17.6% | $987+10.7% | $4,763-77.1% |
| Participant deferral / active EE | $2,837 | $2,455+15.5% | $1,861+52.4% | $5,983-52.6% |
| Admin fee / account holder | $19 | $3,709-99.5% | $2,859-99.3% | $11,252-99.8% |