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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,878 | $50,860-62.9% | $155,574-87.9% | $77,714-75.7% |
| Participation rate | 92.1% | 63.1%+29.0pp | 78.2%+13.9pp | 70.6%+21.5pp |
| Annual return | 18.55% | 34.86%-16.3pp | 64.87%-46.3pp | 31.26%-12.7pp |
| Employer contribution / active EE | $919 | $1,991-53.8% | $4,676-80.3% | $2,727-66.3% |
| Participant deferral / active EE | $1,820 | $2,825-35.6% | $5,629-67.7% | $4,649-60.8% |
| Admin fee / account holder | $2 | $436-99.5% | $15,914-100.0% | $433-99.5% |