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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,697 | $81,262-84.4% | $155,602-91.8% | $80,911-84.3% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 22.71% | 33.34%-10.6pp | 64.81%-42.1pp | 35.63%-12.9pp |
| Employer contribution / active EE | $1,150 | $3,102-62.9% | $4,675-75.4% | $2,756-58.3% |
| Participant deferral / active EE | $2,380 | $3,451-31.0% | $5,629-57.7% | $4,297-44.6% |
| Admin fee / account holder | -$0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |