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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,483 | $61,816-68.5% | $97,260-80.0% | $80,935-75.9% |
| Participation rate | 79.3% | 63.5%+15.8pp | 72.7%+6.6pp | 67.7%+11.6pp |
| Annual return | 12.06% | -558.73%+570.8pp | 75.54%-63.5pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,482 | $1,836-19.3% | $2,721-45.5% | $2,757-46.2% |
| Participant deferral / active EE | $2,742 | $3,027-9.4% | $4,262-35.7% | $4,299-36.2% |
| Admin fee / account holder | $167 | $5,166-96.8% | $5,640-97.0% | $6,924-97.6% |