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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,350 | $78,690-84.3% | $161,489-92.4% | $87,485-85.9% |
| Participation rate | 93.1% | 67.5%+25.6pp | 78.7%+14.4pp | 68.9%+24.2pp |
| Annual return | 22.63% | 32.74%-10.1pp | 89.72%-67.1pp | 26.06%-3.4pp |
| Employer contribution / active EE | $1,705 | $2,588-34.1% | $4,268-60.1% | $2,596-34.3% |
| Participant deferral / active EE | $3,240 | $3,311-2.1% | $5,630-42.5% | $4,274-24.2% |
| Admin fee / account holder | $227 | $6,724-96.6% | $16,006-98.6% | $7,775-97.1% |