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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,949 | $77,638-75.6% | $156,551-87.9% | $62,881-69.9% |
| Participation rate | 95.2% | 71.2%+24.0pp | 84.0%+11.1pp | 69.3%+25.9pp |
| Annual return | 9.89% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,513 | $3,444-56.1% | $5,501-72.5% | $2,281-33.7% |
| Participant deferral / active EE | $2,951 | $3,046-3.1% | $4,871-39.4% | $3,203-7.9% |
| Admin fee / account holder | $141 | $5,561-97.5% | $13,028-98.9% | $4,296-96.7% |