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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,092 | $81,262-80.2% | $155,602-89.7% | $80,911-80.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.91% | 33.34%-21.4pp | 64.81%-52.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,493 | $3,102-51.9% | $4,675-68.1% | $2,756-45.8% |
| Participant deferral / active EE | $2,241 | $3,451-35.1% | $5,629-60.2% | $4,297-47.8% |
| Admin fee / account holder | $140 | $7,992-98.2% | $15,923-99.1% | $6,935-98.0% |