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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,815 | $54,757-76.6% | $90,300-85.8% | $72,983-82.4% |
| Participation rate | 88.1% | 65.1%+23.0pp | 73.3%+14.8pp | 69.5%+18.6pp |
| Annual return | 21.69% | 30.63%-8.9pp | 78.11%-56.4pp | 81.01%-59.3pp |
| Employer contribution / active EE | $653 | $2,092-68.8% | $2,854-77.1% | $2,440-73.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $126 | $3,972-96.8% | $5,353-97.6% | $5,124-97.5% |