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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,215 | $90,486-83.2% | $78,676-80.7% | $273,972-94.4% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 4.28% | 75.62%-71.3pp | 62.19%-57.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,028 | $3,175-67.6% | $2,850-63.9% | $4,869-78.9% |
| Participant deferral / active EE | $2,161 | $3,901-44.6% | $3,517-38.5% | $5,287-59.1% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,133-99.8% |