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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,893 | $73,107-78.3% | $114,563-86.1% | $87,485-81.8% |
| Participation rate | 86.2% | 65.8%+20.4pp | 72.9%+13.3pp | 68.9%+17.3pp |
| Annual return | 16.83% | 19.47%-2.6pp | 241.09%-224.3pp | 26.06%-9.2pp |
| Employer contribution / active EE | $842 | $1,881-55.3% | $2,592-67.5% | $2,596-67.6% |
| Participant deferral / active EE | $2,421 | $3,144-23.0% | $4,142-41.5% | $4,274-43.3% |
| Admin fee / account holder | $252 | $5,770-95.6% | $7,623-96.7% | $7,775-96.8% |