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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,971 | $110,278-86.4% | $95,740-84.4% | $139,466-89.3% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 17.97% | 27.19%-9.2pp | 28.41%-10.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $798 | $3,260-75.5% | $2,836-71.9% | $4,754-83.2% |
| Participant deferral / active EE | $2,271 | $4,674-51.4% | $4,244-46.5% | $6,712-66.2% |
| Admin fee / account holder | $222 | $6,613-96.6% | $5,676-96.1% | $11,409-98.1% |