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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,751 | $76,407-84.6% | $150,298-92.2% | $82,448-85.7% |
| Participation rate | 88.7% | 66.4%+22.3pp | 77.8%+10.9pp | 68.1%+20.6pp |
| Annual return | 26.37% | 39.99%-13.6pp | 62.79%-36.4pp | 41.64%-15.3pp |
| Employer contribution / active EE | $587 | $2,614-77.5% | $4,154-85.9% | $2,551-77.0% |
| Participant deferral / active EE | $5,717 | $3,214+77.9% | $5,453+4.8% | $4,139+38.1% |
| Admin fee / account holder | $291 | $6,352-95.4% | $14,116-97.9% | $7,234-96.0% |