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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,562 | $91,198-84.0% | $178,503-91.8% | $79,856-81.8% |
| Participation rate | 76.3% | 69.2%+7.1pp | 81.9%-5.7pp | 69.6%+6.6pp |
| Annual return | 16.93% | 24.20%-7.3pp | 151.12%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $700 | $3,257-78.5% | $5,011-86.0% | $2,471-71.7% |
| Participant deferral / active EE | $2,313 | $3,237-28.5% | $5,202-55.5% | $3,741-38.2% |
| Admin fee / account holder | $229 | $6,748-96.6% | $13,987-98.4% | $5,306-95.7% |