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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,444 | $96,524-75.7% | $75,900-69.1% | $152,909-84.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 12.48% | 33.93%-21.5pp | 30.73%-18.3pp | 345.46%-333.0pp |
| Employer contribution / active EE | $796 | $3,311-76.0% | $2,501-68.2% | $4,764-83.3% |
| Participant deferral / active EE | $3,029 | $4,554-33.5% | $3,604-15.9% | $5,851-48.2% |
| Admin fee / account holder | $138 | $8,082-98.3% | $5,421-97.5% | $11,601-98.8% |