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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,121 | $76,407-82.8% | $150,298-91.3% | $82,448-84.1% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 17.16% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,662 | $3,214-17.2% | $5,453-51.2% | $4,139-35.7% |
| Admin fee / account holder | $178 | $6,352-97.2% | $14,116-98.7% | $7,234-97.5% |