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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,585 | $108,226-81.9% | $77,513-74.7% | $158,950-87.7% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 18.98% | 31.67%-12.7pp | 54.81%-35.8pp | 302.91%-283.9pp |
| Employer contribution / active EE | $855 | $1,325-35.5% | $987-13.4% | $4,762-82.1% |
| Participant deferral / active EE | $1,797 | $2,456-26.8% | $1,861-3.4% | $5,983-70.0% |
| Admin fee / account holder | $27 | $3,710-99.3% | $2,859-99.1% | $11,248-99.8% |