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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,081 | $48,314-62.6% | $67,561-73.2% | $80,925-77.7% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.7%+11.7pp |
| Annual return | 19.69% | 18.28%+1.4pp | 3525.44%-3505.8pp | 35.65%-16.0pp |
| Employer contribution / active EE | $636 | $2,022-68.6% | $2,735-76.8% | $2,756-76.9% |
| Participant deferral / active EE | $1,736 | $2,927-40.7% | $4,003-56.6% | $4,299-59.6% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |