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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,852 | $45,050-67.0% | $63,018-76.4% | $70,126-78.8% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 14.78% | 18.76%-4.0pp | 87.62%-72.8pp | 73.15%-58.4pp |
| Employer contribution / active EE | $748 | $2,052-63.5% | $2,761-72.9% | $2,343-68.1% |
| Participant deferral / active EE | $748 | $2,466-69.7% | $3,330-77.5% | $3,332-77.5% |
| Admin fee / account holder | $256 | $2,834-91.0% | $3,601-92.9% | $4,645-94.5% |