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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,820 | $81,331-87.9% | $155,534-93.7% | $80,935-87.9% |
| Participation rate | 84.8% | 66.3%+18.5pp | 78.2%+6.6pp | 67.7%+17.1pp |
| Annual return | 14.36% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,302 | $3,105-58.1% | $4,675-72.2% | $2,757-52.8% |
| Participant deferral / active EE | $2,013 | $3,454-41.7% | $5,630-64.2% | $4,299-53.2% |
| Admin fee / account holder | $104 | $7,999-98.7% | $15,900-99.3% | $6,924-98.5% |