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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,977 | $48,314-71.1% | $67,561-79.3% | $80,925-82.7% |
| Participation rate | 81.2% | 66.4%+14.8pp | 72.9%+8.3pp | 67.7%+13.5pp |
| Annual return | 19.53% | 18.28%+1.3pp | 3525.44%-3505.9pp | 35.65%-16.1pp |
| Employer contribution / active EE | $1,135 | $2,022-43.9% | $2,735-58.5% | $2,756-58.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $144 | $3,690-96.1% | $4,006-96.4% | $6,940-97.9% |