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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,650 | $51,638-91.0% | $68,368-93.2% | $82,448-94.4% |
| Participation rate | 70.4% | 63.6%+6.8pp | 73.8%-3.4pp | 68.1%+2.3pp |
| Annual return | 27.27% | 37.53%-10.3pp | 292.57%-265.3pp | 41.64%-14.4pp |
| Employer contribution / active EE | $629 | $2,047-69.3% | $2,649-76.3% | $2,551-75.4% |
| Participant deferral / active EE | $1,465 | $2,914-49.7% | $4,123-64.5% | $4,139-64.6% |
| Admin fee / account holder | $256 | $4,643-94.5% | $5,150-95.0% | $7,234-96.5% |