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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,185 | $57,590-73.6% | $86,233-82.4% | $82,448-81.6% |
| Participation rate | 86.8% | 57.9%+29.0pp | 69.0%+17.8pp | 68.1%+18.8pp |
| Annual return | 22.39% | 22.41%0pp | 61.39%-39.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,286 | $1,655-22.3% | $2,504-48.6% | $2,551-49.6% |
| Participant deferral / active EE | $2,246 | $3,080-27.1% | $4,559-50.7% | $4,139-45.7% |
| Admin fee / account holder | $111 | $4,730-97.6% | $8,342-98.7% | $7,234-98.5% |