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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,407 | $127,790-80.9% | $106,555-77.1% | $167,536-85.4% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 12.80% | 33.88%-21.1pp | 26.80%-14.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,314 | $3,428-61.7% | $2,819-53.4% | $4,839-72.8% |
| Participant deferral / active EE | $2,217 | $5,088-56.4% | $4,399-49.6% | $6,342-65.0% |
| Admin fee / account holder | $19 | $11,229-99.8% | $7,408-99.7% | $12,315-99.8% |