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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,298 | $43,730-51.3% | $121,208-82.4% | $64,181-66.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 11.70% | 68.94%-57.2pp | 16.93%-5.2pp | 7.63%+4.1pp |
| Employer contribution / active EE | $774 | $1,297-40.3% | $4,023-80.8% | $2,381-67.5% |
| Participant deferral / active EE | $1,589 | $2,281-30.3% | $3,345-52.5% | $3,470-54.2% |
| Admin fee / account holder | $207 | $3,502-94.1% | $5,020-95.9% | $4,887-95.8% |