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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,238 | $81,331-76.3% | $155,534-87.6% | $80,935-76.2% |
| Participation rate | 92.9% | 66.3%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 14.61% | 33.37%-18.8pp | 64.92%-50.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,312 | $3,105-57.8% | $4,675-71.9% | $2,757-52.4% |
| Participant deferral / active EE | $3,041 | $3,454-12.0% | $5,630-46.0% | $4,299-29.3% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |