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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,114 | $91,179-76.8% | $178,499-88.2% | $79,852-73.6% |
| Participation rate | 86.1% | 69.2%+16.9pp | 81.9%+4.2pp | 69.6%+16.5pp |
| Annual return | 22.83% | 24.19%-1.4pp | 151.10%-128.3pp | 31.72%-8.9pp |
| Employer contribution / active EE | $1,354 | $3,256-58.4% | $5,011-73.0% | $2,471-45.2% |
| Participant deferral / active EE | $2,181 | $3,236-32.6% | $5,202-58.1% | $3,740-41.7% |
| Admin fee / account holder | $46 | $6,749-99.3% | $13,986-99.7% | $5,306-99.1% |