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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,260 | $107,809-80.3% | $97,032-78.1% | $155,188-86.3% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 18.85% | 38.06%-19.2pp | 35.38%-16.5pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,338 | $2,911-54.0% | $2,629-49.1% | $4,248-68.5% |
| Participant deferral / active EE | $4,739 | $5,129-7.6% | $4,672+1.4% | $6,531-27.4% |
| Admin fee / account holder | $70 | $10,717-99.3% | $9,418-99.3% | $14,480-99.5% |