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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,920 | $140,578-85.8% | $100,671-80.2% | $125,389-84.1% |
| Participation rate | 95.0% | 80.4%+14.6pp | 70.7%+24.3pp | 83.2%+11.8pp |
| Annual return | 1.89% | 24.67%-22.8pp | 20.43%-18.5pp | 282.24%-280.4pp |
| Employer contribution / active EE | $560 | $5,965-90.6% | $4,012-86.0% | $4,866-88.5% |
| Participant deferral / active EE | $1,288 | $3,981-67.7% | $3,144-59.0% | $5,352-75.9% |
| Admin fee / account holder | $265 | $6,716-96.0% | $4,850-94.5% | $9,541-97.2% |