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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,175 | $52,380-78.7% | $98,755-88.7% | $85,856-87.0% |
| Participation rate | 96.7% | 58.0%+38.7pp | 65.7%+30.9pp | 69.3%+27.3pp |
| Annual return | 32.57% | 25.82%+6.8pp | 49.91%-17.3pp | 318.58%-286.0pp |
| Employer contribution / active EE | $1,282 | $1,337-4.1% | $2,067-38.0% | $2,565-50.0% |
| Participant deferral / active EE | $949 | $2,101-54.8% | $3,035-68.7% | $3,952-76.0% |
| Admin fee / account holder | $190 | $3,865-95.1% | $4,076-95.3% | $6,261-97.0% |