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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,711 | $35,183-75.2% | $73,550-88.2% | $70,126-87.6% |
| Participation rate | 89.4% | 42.9%+46.4pp | 54.9%+34.4pp | 69.5%+19.8pp |
| Annual return | 16.22% | 26.90%-10.7pp | -15.16%+31.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,767 | $709+149.3% | $1,219+44.9% | $2,343-24.6% |
| Participant deferral / active EE | $1,071 | $1,220-12.2% | $1,804-40.6% | $3,332-67.9% |
| Admin fee / account holder | $53 | $2,302-97.7% | $2,320-97.7% | $4,645-98.8% |