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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,753 | $100,073-84.3% | $85,126-81.5% | $145,877-89.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 8.25% | 84.11%-75.9pp | 66.63%-58.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,875 | $3,236-42.1% | $2,731-31.4% | $4,663-59.8% |
| Participant deferral / active EE | $2,638 | $5,294-50.2% | $4,523-41.7% | $6,691-60.6% |
| Admin fee / account holder | $19 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |