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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,432 | $90,504-82.9% | $78,690-80.4% | $273,965-94.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.00% | 75.61%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,200 | $3,176-62.2% | $2,851-57.9% | $4,869-75.4% |
| Participant deferral / active EE | $3,864 | $3,901-0.9% | $3,517+9.9% | $5,287-26.9% |
| Admin fee / account holder | $167 | $5,263-96.8% | $4,511-96.3% | $10,132-98.4% |