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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,457 | $123,155-89.1% | $108,753-87.6% | $155,188-91.3% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 19.90% | 44.73%-24.8pp | 37.47%-17.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,420 | $2,811-49.5% | $2,427-41.5% | $4,248-66.6% |
| Participant deferral / active EE | $1,487 | $4,623-67.8% | $4,115-63.9% | $6,531-77.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |