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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,144 | $106,280-78.2% | $96,538-76.0% | $139,487-83.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 11.70% | 38.48%-26.8pp | 35.74%-24.0pp | 373.84%-362.1pp |
| Employer contribution / active EE | $1,394 | $4,107-66.1% | $3,740-62.7% | $4,755-70.7% |
| Participant deferral / active EE | $2,458 | $5,457-55.0% | $4,880-49.6% | $6,713-63.4% |
| Admin fee / account holder | $115 | $7,888-98.5% | $6,737-98.3% | $11,407-99.0% |