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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,795 | $77,920-83.6% | $149,723-91.5% | $75,177-83.0% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 29.52% | 31.72%-2.2pp | 134.50%-105.0pp | 160.75%-131.2pp |
| Employer contribution / active EE | $2,626 | $3,138-16.3% | $4,821-45.5% | $2,671-1.7% |
| Participant deferral / active EE | $2,602 | $3,411-23.7% | $5,682-54.2% | $4,126-36.9% |
| Admin fee / account holder | $152 | $5,951-97.4% | $13,215-98.8% | $5,651-97.3% |