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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,103 | $56,339-71.4% | $104,301-84.6% | $68,486-76.5% |
| Participation rate | 94.1% | 63.3%+30.9pp | 73.3%+20.8pp | 67.9%+26.2pp |
| Annual return | 13.68% | -9.19%+22.9pp | 24.61%-10.9pp | -7.85%+21.5pp |
| Employer contribution / active EE | $1,547 | $1,960-21.1% | $3,373-54.1% | $2,597-40.4% |
| Participant deferral / active EE | $4,837 | $3,077+57.2% | $4,626+4.6% | $4,028+20.1% |
| Admin fee / account holder | $171 | $4,902-96.5% | $7,340-97.7% | $5,404-96.8% |