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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,477 | $78,690-85.4% | $161,489-92.9% | $87,485-86.9% |
| Participation rate | 83.6% | 67.5%+16.2pp | 78.7%+4.9pp | 68.9%+14.7pp |
| Annual return | 22.28% | 32.74%-10.5pp | 89.72%-67.4pp | 26.06%-3.8pp |
| Employer contribution / active EE | $1,029 | $2,588-60.2% | $4,268-75.9% | $2,596-60.4% |
| Participant deferral / active EE | $2,669 | $3,311-19.4% | $5,630-52.6% | $4,274-37.5% |
| Admin fee / account holder | $53 | $6,724-99.2% | $16,006-99.7% | $7,775-99.3% |