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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,625 | $77,638-76.0% | $156,551-88.1% | $62,881-70.4% |
| Participation rate | 87.9% | 71.2%+16.7pp | 84.0%+3.9pp | 69.3%+18.6pp |
| Annual return | 18.47% | 50.33%-31.9pp | 32.23%-13.8pp | 20.14%-1.7pp |
| Employer contribution / active EE | $782 | $3,444-77.3% | $5,501-85.8% | $2,281-65.7% |
| Participant deferral / active EE | $2,351 | $3,046-22.8% | $4,871-51.7% | $3,203-26.6% |
| Admin fee / account holder | $104 | $5,561-98.1% | $13,028-99.2% | $4,296-97.6% |