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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,766 | $107,809-87.2% | $97,032-85.8% | $155,188-91.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 22.92% | 38.06%-15.1pp | 35.38%-12.5pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,550 | $2,911-46.8% | $2,629-41.1% | $4,248-63.5% |
| Participant deferral / active EE | $1,555 | $5,129-69.7% | $4,672-66.7% | $6,531-76.2% |
| Admin fee / account holder | $13 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |