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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,697 | $81,331-84.4% | $155,534-91.8% | $80,935-84.3% |
| Participation rate | 78.6% | 66.3%+12.3pp | 78.2%+0.4pp | 67.7%+10.9pp |
| Annual return | 22.71% | 33.37%-10.7pp | 64.92%-42.2pp | 35.66%-12.9pp |
| Employer contribution / active EE | $1,150 | $3,105-63.0% | $4,675-75.4% | $2,757-58.3% |
| Participant deferral / active EE | $2,380 | $3,454-31.1% | $5,630-57.7% | $4,299-44.6% |
| Admin fee / account holder | -$0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |