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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,093 | $77,638-78.0% | $156,551-89.1% | $62,881-72.8% |
| Participation rate | 96.1% | 71.2%+24.9pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 8.04% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $993 | $3,444-71.2% | $5,501-81.9% | $2,281-56.5% |
| Participant deferral / active EE | $1,943 | $3,046-36.2% | $4,871-60.1% | $3,203-39.3% |
| Admin fee / account holder | $154 | $5,561-97.2% | $13,028-98.8% | $4,296-96.4% |