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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,568 | $85,024-84.0% | $70,544-80.8% | $139,466-90.3% |
| Participation rate | 94.4% | 73.9%+20.5pp | 68.4%+26.1pp | 80.3%+14.1pp |
| Annual return | 14.75% | 30.39%-15.6pp | 32.79%-18.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,570 | $3,912-59.9% | $2,976-47.2% | $4,754-67.0% |
| Participant deferral / active EE | $2,790 | $5,891-52.6% | $4,568-38.9% | $6,712-58.4% |
| Admin fee / account holder | $134 | $8,928-98.5% | $6,427-97.9% | $11,409-98.8% |