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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,771 | $64,307-61.5% | $57,349-56.8% | $125,388-80.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | -0.62% | 25.14%-25.8pp | 24.40%-25.0pp | 282.24%-282.9pp |
| Employer contribution / active EE | $933 | $3,193-70.8% | $2,689-65.3% | $4,866-80.8% |
| Participant deferral / active EE | $1,557 | $3,847-59.5% | $3,162-50.8% | $5,352-70.9% |
| Admin fee / account holder | $164 | $5,242-96.9% | $3,356-95.1% | $9,541-98.3% |