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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,905 | $50,554-72.5% | $67,681-79.5% | $87,485-84.1% |
| Participation rate | 80.0% | 67.7%+12.3pp | 73.7%+6.3pp | 68.9%+11.1pp |
| Annual return | 20.53% | 17.81%+2.7pp | 590.58%-570.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,448 | $1,988-27.2% | $2,678-46.0% | $2,596-44.2% |
| Participant deferral / active EE | $1,242 | $2,961-58.1% | $3,976-68.8% | $4,274-70.9% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |