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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,222 | $37,156-67.1% | $83,854-85.4% | $86,983-85.9% |
| Participation rate | 88.9% | 49.1%+39.8pp | 59.1%+29.8pp | 69.5%+19.3pp |
| Annual return | 21.24% | 29.88%-8.6pp | 31.39%-10.2pp | 25.83%-4.6pp |
| Employer contribution / active EE | $1,413 | $661+113.8% | $1,017+38.9% | $2,584-45.3% |
| Participant deferral / active EE | $3,745 | $1,418+164.1% | $2,035+84.0% | $4,194-10.7% |
| Admin fee / account holder | $21 | $2,510-99.2% | $3,197-99.4% | $7,856-99.7% |