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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,838 | $77,638-80.9% | $156,551-90.5% | $62,881-76.4% |
| Participation rate | 89.5% | 71.2%+18.3pp | 84.0%+5.5pp | 69.3%+20.2pp |
| Annual return | 8.27% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $525 | $3,444-84.8% | $5,501-90.5% | $2,281-77.0% |
| Participant deferral / active EE | $1,721 | $3,046-43.5% | $4,871-64.7% | $3,203-46.3% |
| Admin fee / account holder | $271 | $5,561-95.1% | $13,028-97.9% | $4,296-93.7% |