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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,073 | $77,638-67.7% | $156,551-84.0% | $62,881-60.1% |
| Participation rate | 78.4% | 71.2%+7.2pp | 84.0%-5.6pp | 69.3%+9.1pp |
| Annual return | 5.13% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $620 | $3,444-82.0% | $5,501-88.7% | $2,281-72.8% |
| Participant deferral / active EE | $1,964 | $3,046-35.5% | $4,871-59.7% | $3,203-38.7% |
| Admin fee / account holder | $75 | $5,561-98.6% | $13,028-99.4% | $4,296-98.2% |