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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,061 | $72,177-69.4% | $115,038-80.8% | $59,633-63.0% |
| Participation rate | 86.5% | 72.6%+14.0pp | 81.4%+5.1pp | 68.7%+17.8pp |
| Annual return | 1.47% | 12.02%-10.5pp | 26.14%-24.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $549 | $2,841-80.7% | $4,608-88.1% | $2,203-75.1% |
| Participant deferral / active EE | $3,413 | $4,783-28.6% | $6,026-43.4% | $3,192+6.9% |
| Admin fee / account holder | $138 | $4,927-97.2% | $8,175-98.3% | $4,297-96.8% |