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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,477 | $76,407-85.0% | $150,298-92.4% | $82,448-86.1% |
| Participation rate | 83.6% | 66.4%+17.2pp | 77.8%+5.9pp | 68.1%+15.6pp |
| Annual return | 22.28% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,029 | $2,614-60.6% | $4,154-75.2% | $2,551-59.6% |
| Participant deferral / active EE | $2,669 | $3,214-17.0% | $5,453-51.1% | $4,139-35.5% |
| Admin fee / account holder | $53 | $6,352-99.2% | $14,116-99.6% | $7,234-99.3% |