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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,486 | $69,274-80.5% | $64,097-79.0% | $139,487-90.3% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.3%+1.4pp | 80.3%-6.7pp |
| Annual return | 26.66% | 46.00%-19.3pp | 33.75%-7.1pp | 373.84%-347.2pp |
| Employer contribution / active EE | $1,004 | $3,187-68.5% | $2,750-63.5% | $4,755-78.9% |
| Participant deferral / active EE | $1,278 | $4,685-72.7% | $3,881-67.1% | $6,713-81.0% |
| Admin fee / account holder | $209 | $4,247-95.1% | $3,070-93.2% | $11,407-98.2% |