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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,276 | $106,267-87.5% | $96,520-86.2% | $139,456-90.5% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 19.72% | 38.45%-18.7pp | 35.72%-16.0pp | 373.45%-353.7pp |
| Employer contribution / active EE | $1,087 | $4,105-73.5% | $3,739-70.9% | $4,753-77.1% |
| Participant deferral / active EE | $2,408 | $5,454-55.8% | $4,879-50.6% | $6,711-64.1% |
| Admin fee / account holder | $220 | $7,882-97.2% | $6,733-96.7% | $11,407-98.1% |