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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,448 | $75,962-82.3% | $154,108-91.3% | $64,173-79.0% |
| Participation rate | 72.1% | 70.4%+1.7pp | 83.0%-10.9pp | 69.6%+2.5pp |
| Annual return | 0.47% | 30.32%-29.9pp | 735.21%-734.7pp | 7.63%-7.2pp |
| Employer contribution / active EE | $1,010 | $3,350-69.8% | $5,298-80.9% | $2,381-57.6% |
| Participant deferral / active EE | $1,367 | $3,175-56.9% | $5,081-73.1% | $3,470-60.6% |
| Admin fee / account holder | $201 | $5,589-96.4% | $13,411-98.5% | $4,887-95.9% |