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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,856 | $106,247-81.3% | $96,515-79.4% | $139,466-85.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 21.20% | 38.47%-17.3pp | 35.73%-14.5pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,807 | $4,106-56.0% | $3,740-51.7% | $4,754-62.0% |
| Participant deferral / active EE | $3,400 | $5,456-37.7% | $4,880-30.3% | $6,712-49.4% |
| Admin fee / account holder | $106 | $7,885-98.7% | $6,735-98.4% | $11,409-99.1% |