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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,893 | $63,703-75.1% | $93,063-82.9% | $82,448-80.7% |
| Participation rate | 86.2% | 63.8%+22.4pp | 72.1%+14.1pp | 68.1%+18.1pp |
| Annual return | 16.83% | -775.43%+792.3pp | 34.15%-17.3pp | 41.64%-24.8pp |
| Employer contribution / active EE | $842 | $1,729-51.3% | $2,476-66.0% | $2,551-67.0% |
| Participant deferral / active EE | $2,421 | $2,919-17.1% | $3,958-38.8% | $4,139-41.5% |
| Admin fee / account holder | $252 | $5,982-95.8% | $6,033-95.8% | $7,234-96.5% |