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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,702 | $108,212-91.0% | $77,513-87.5% | $158,966-93.9% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 12.78% | 31.67%-18.9pp | 54.81%-42.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $583 | $1,325-56.0% | $987-40.9% | $4,762-87.8% |
| Participant deferral / active EE | $978 | $2,455-60.2% | $1,861-47.4% | $5,983-83.6% |
| Admin fee / account holder | $77 | $3,709-97.9% | $2,859-97.3% | $11,250-99.3% |