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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,399 | $51,638-81.8% | $68,368-86.3% | $82,448-88.6% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 26.09% | 37.53%-11.4pp | 292.57%-266.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $1,262 | $2,047-38.3% | $2,649-52.3% | $2,551-50.5% |
| Participant deferral / active EE | $2,098 | $2,914-28.0% | $4,123-49.1% | $4,139-49.3% |
| Admin fee / account holder | $203 | $4,643-95.6% | $5,150-96.1% | $7,234-97.2% |