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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,541 | $94,439-85.7% | $73,658-81.6% | $154,746-91.2% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | 20.50% | 28.25%-7.8pp | 29.72%-9.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,413 | $1,257+12.4% | $1,032+36.9% | $4,379-67.7% |
| Participant deferral / active EE | $1,722 | $2,527-31.9% | $2,062-16.5% | $6,730-74.4% |
| Admin fee / account holder | $59 | $3,843-98.5% | $3,357-98.2% | $14,365-99.6% |