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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,528 | $75,183-66.0% | $123,894-79.4% | $55,167-53.7% |
| Participation rate | 86.1% | 72.8%+13.3pp | 81.4%+4.7pp | 69.0%+17.1pp |
| Annual return | 11.65% | 19.01%-7.4pp | 47.52%-35.9pp | 169.23%-157.6pp |
| Employer contribution / active EE | $566 | $2,823-79.9% | $4,617-87.7% | $1,963-71.1% |
| Participant deferral / active EE | $3,059 | $5,084-39.8% | $5,984-48.9% | $3,054+0.2% |
| Admin fee / account holder | $113 | $663-83.0% | $8,357-98.7% | $504-77.6% |