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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,852 | $51,604-61.5% | $129,295-84.6% | $80,874-75.5% |
| Participation rate | 81.5% | 57.0%+24.5pp | 69.6%+11.9pp | 67.6%+13.8pp |
| Annual return | 14.09% | 20.76%-6.7pp | 9429.28%-9415.2pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,241 | $1,585-21.7% | $4,157-70.1% | $2,756-55.0% |
| Participant deferral / active EE | $2,162 | $2,670-19.0% | $4,169-48.2% | $4,297-49.7% |
| Admin fee / account holder | $178 | $4,310-95.9% | $7,665-97.7% | $6,935-97.4% |