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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,885 | $77,920-71.9% | $149,723-85.4% | $75,177-70.9% |
| Participation rate | 82.9% | 65.6%+17.3pp | 78.8%+4.1pp | 67.2%+15.7pp |
| Annual return | 13.61% | 31.72%-18.1pp | 134.50%-120.9pp | 160.75%-147.1pp |
| Employer contribution / active EE | $1,073 | $3,138-65.8% | $4,821-77.7% | $2,671-59.8% |
| Participant deferral / active EE | $1,821 | $3,411-46.6% | $5,682-68.0% | $4,126-55.9% |
| Admin fee / account holder | $106 | $5,951-98.2% | $13,215-99.2% | $5,651-98.1% |