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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,348 | $113,339-81.2% | $94,993-77.5% | $147,585-85.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 13.96% | 20.77%-6.8pp | 27.12%-13.2pp | 578.57%-564.6pp |
| Employer contribution / active EE | $1,405 | $3,160-55.6% | $2,603-46.1% | $4,876-71.2% |
| Participant deferral / active EE | $1,626 | $3,777-57.0% | $3,317-51.0% | $5,439-70.1% |
| Admin fee / account holder | $121 | $6,063-98.0% | $4,960-97.6% | $10,885-98.9% |