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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,963 | $48,011-70.9% | $63,803-78.1% | $82,637-83.1% |
| Participation rate | 88.9% | 66.6%+22.3pp | 72.7%+16.2pp | 68.1%+20.8pp |
| Annual return | 12.38% | 19.84%-7.5pp | 543.72%-531.3pp | 53.51%-41.1pp |
| Employer contribution / active EE | $403 | $1,904-78.8% | $2,532-84.1% | $2,552-84.2% |
| Participant deferral / active EE | $2,592 | $2,846-8.9% | $3,843-32.6% | $4,126-37.2% |
| Admin fee / account holder | $220 | $3,873-94.3% | $5,196-95.8% | $7,339-97.0% |