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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,419 | $107,733-88.5% | $92,985-86.6% | $154,746-92.0% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 19.91% | 30.39%-10.5pp | 27.99%-8.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,787 | $3,126-42.8% | $2,662-32.9% | $4,379-59.2% |
| Participant deferral / active EE | $1,787 | $5,053-64.6% | $4,377-59.2% | $6,730-73.5% |
| Admin fee / account holder | $16 | $11,369-99.9% | $9,463-99.8% | $14,365-99.9% |