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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,767 | $107,809-89.1% | $97,032-87.9% | $155,188-92.4% |
| Participation rate | 81.8% | 75.5%+6.3pp | 71.6%+10.3pp | 80.8%+1.0pp |
| Annual return | 20.83% | 38.06%-17.2pp | 35.38%-14.5pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,197 | $2,911-58.9% | $2,629-54.5% | $4,248-71.8% |
| Participant deferral / active EE | $1,935 | $5,129-62.3% | $4,672-58.6% | $6,531-70.4% |
| Admin fee / account holder | $299 | $10,717-97.2% | $9,418-96.8% | $14,480-97.9% |