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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,389 | $91,037-69.9% | $71,671-61.8% | $147,586-81.4% |
| Participation rate | 88.2% | 76.1%+12.1pp | 68.7%+19.5pp | 82.8%+5.4pp |
| Annual return | 20.13% | 20.48%-0.3pp | 20.65%-0.5pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,102 | $3,327-66.9% | $2,460-55.2% | $4,876-77.4% |
| Participant deferral / active EE | $2,330 | $4,498-48.2% | $3,438-32.2% | $5,439-57.2% |
| Admin fee / account holder | -$6 | $8,613-100.1% | $5,558-100.1% | $10,886-100.1% |