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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,956 | $101,063-86.2% | $81,473-82.9% | $147,586-90.5% |
| Participation rate | 81.8% | 74.5%+7.4pp | 68.0%+13.9pp | 82.8%-1.0pp |
| Annual return | 20.86% | 32.41%-11.5pp | 38.78%-17.9pp | 578.59%-557.7pp |
| Employer contribution / active EE | $914 | $3,206-71.5% | $2,568-64.4% | $4,876-81.3% |
| Participant deferral / active EE | $2,950 | $4,242-30.5% | $3,537-16.6% | $5,439-45.8% |
| Admin fee / account holder | $89 | $5,812-98.5% | $4,561-98.1% | $10,886-99.2% |