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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,185 | $60,442-74.9% | $96,754-84.3% | $87,485-82.6% |
| Participation rate | 86.8% | 58.7%+28.1pp | 70.3%+16.6pp | 68.9%+17.9pp |
| Annual return | 22.39% | 21.97%+0.4pp | 82.04%-59.6pp | 26.06%-3.7pp |
| Employer contribution / active EE | $1,286 | $1,691-23.9% | $2,679-52.0% | $2,596-50.4% |
| Participant deferral / active EE | $2,246 | $3,280-31.5% | $4,758-52.8% | $4,274-47.4% |
| Admin fee / account holder | $111 | $5,069-97.8% | $8,905-98.7% | $7,775-98.6% |