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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,380 | $51,638-64.4% | $68,368-73.1% | $82,448-77.7% |
| Participation rate | 84.0% | 63.6%+20.4pp | 73.8%+10.2pp | 68.1%+15.9pp |
| Annual return | 18.74% | 37.53%-18.8pp | 292.57%-273.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $981 | $2,047-52.1% | $2,649-63.0% | $2,551-61.5% |
| Participant deferral / active EE | $1,480 | $2,914-49.2% | $4,123-64.1% | $4,139-64.2% |
| Admin fee / account holder | $14 | $4,643-99.7% | $5,150-99.7% | $7,234-99.8% |