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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,496 | $83,337-83.8% | $67,834-80.1% | $273,972-95.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 12.60% | 259.45%-246.9pp | 138.47%-125.9pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,317 | $3,287-59.9% | $2,403-45.2% | $4,869-72.9% |
| Participant deferral / active EE | $4,461 | $4,088+9.1% | $3,160+41.2% | $5,287-15.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |