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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,377 | $48,337-70.3% | $67,560-78.7% | $80,959-82.2% |
| Participation rate | 76.7% | 66.4%+10.2pp | 72.9%+3.7pp | 67.7%+9.0pp |
| Annual return | 13.78% | 18.26%-4.5pp | 3533.50%-3519.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $815 | $2,023-59.7% | $2,737-70.2% | $2,757-70.4% |
| Participant deferral / active EE | $1,947 | $2,928-33.5% | $4,004-51.4% | $4,300-54.7% |
| Admin fee / account holder | $171 | $3,695-95.4% | $3,994-95.7% | $6,925-97.5% |