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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,603 | $103,957-85.0% | $69,182-77.4% | $273,968-94.3% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 15.45% | 35.28%-19.8pp | -21.94%+37.4pp | 41.45%-26.0pp |
| Employer contribution / active EE | $763 | $1,781-57.1% | $1,205-36.7% | $4,869-84.3% |
| Participant deferral / active EE | $3,144 | $2,716+15.8% | $1,896+65.8% | $5,287-40.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |