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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,081 | $48,277-62.5% | $67,511-73.2% | $80,874-77.6% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.6%+11.7pp |
| Annual return | 19.69% | 18.27%+1.4pp | 3517.41%-3497.7pp | 35.62%-15.9pp |
| Employer contribution / active EE | $636 | $2,021-68.5% | $2,733-76.7% | $2,756-76.9% |
| Participant deferral / active EE | $1,736 | $2,926-40.7% | $4,000-56.6% | $4,297-59.6% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |