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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,864 | $100,901-86.3% | $75,501-81.6% | $147,586-90.6% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.4%+7.6pp | 82.8%-2.8pp |
| Annual return | 31.53% | 35.78%-4.3pp | 27.35%+4.2pp | 578.59%-547.1pp |
| Employer contribution / active EE | $1,737 | $3,253-46.6% | $2,352-26.1% | $4,876-64.4% |
| Participant deferral / active EE | $4,566 | $4,027+13.4% | $3,142+45.3% | $5,439-16.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |