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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,794 | $66,402-68.7% | $109,907-81.1% | $85,847-75.8% |
| Participation rate | 79.7% | 63.9%+15.8pp | 74.2%+5.5pp | 69.3%+10.4pp |
| Annual return | 21.33% | 19.59%+1.7pp | 29.46%-8.1pp | 318.61%-297.3pp |
| Employer contribution / active EE | $1,164 | $1,687-31.0% | $2,844-59.1% | $2,565-54.6% |
| Participant deferral / active EE | $6,730 | $2,842+136.8% | $4,047+66.3% | $3,952+70.3% |
| Admin fee / account holder | $13 | $4,557-99.7% | $6,069-99.8% | $6,261-99.8% |