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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,817 | $105,929-88.8% | $81,716-85.5% | $158,966-92.6% |
| Participation rate | 85.0% | 75.6%+9.4pp | 72.0%+13.0pp | 82.0%+3.0pp |
| Annual return | 29.53% | 38.19%-8.7pp | 29.49%0pp | 302.95%-273.4pp |
| Employer contribution / active EE | $1,470 | $7,802-81.2% | $4,310-65.9% | $4,762-69.1% |
| Participant deferral / active EE | $3,695 | $13,007-71.6% | $7,108-48.0% | $5,983-38.3% |
| Admin fee / account holder | $250 | $8,492-97.1% | $5,159-95.2% | $11,250-97.8% |