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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,947 | $123,155-82.2% | $108,753-79.8% | $155,188-85.9% |
| Participation rate | 94.4% | 75.6%+18.8pp | 71.1%+23.4pp | 80.8%+13.6pp |
| Annual return | 18.80% | 44.73%-25.9pp | 37.47%-18.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,260 | $2,811-55.2% | $2,427-48.1% | $4,248-70.3% |
| Participant deferral / active EE | $4,406 | $4,623-4.7% | $4,115+7.1% | $6,531-32.5% |
| Admin fee / account holder | $229 | $12,126-98.1% | $10,320-97.8% | $14,480-98.4% |