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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,852 | $51,642-61.6% | $129,384-84.7% | $80,935-75.5% |
| Participation rate | 81.5% | 56.9%+24.6pp | 69.6%+11.8pp | 67.7%+13.8pp |
| Annual return | 14.09% | 20.78%-6.7pp | 9461.77%-9447.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,241 | $1,583-21.6% | $4,153-70.1% | $2,757-55.0% |
| Participant deferral / active EE | $2,162 | $2,670-19.0% | $4,166-48.1% | $4,299-49.7% |
| Admin fee / account holder | $178 | $4,312-95.9% | $7,686-97.7% | $6,924-97.4% |