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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,602 | $46,464-60.0% | $150,298-87.6% | $79,634-76.6% |
| Participation rate | 96.3% | 57.0%+39.4pp | 77.8%+18.5pp | 62.5%+33.8pp |
| Annual return | 11.50% | 27.89%-16.4pp | 62.79%-51.3pp | 36.46%-25.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,729 | $2,157-19.8% | $5,453-68.3% | $3,835-54.9% |
| Admin fee / account holder | $5 | $891-99.5% | $14,116-100.0% | $1,002-99.5% |