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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,377 | $48,314-70.2% | $67,561-78.7% | $80,925-82.2% |
| Participation rate | 76.7% | 66.4%+10.3pp | 72.9%+3.8pp | 67.7%+9.0pp |
| Annual return | 13.78% | 18.28%-4.5pp | 3525.44%-3511.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $815 | $2,022-59.7% | $2,735-70.2% | $2,756-70.4% |
| Participant deferral / active EE | $1,947 | $2,927-33.5% | $4,003-51.4% | $4,299-54.7% |
| Admin fee / account holder | $171 | $3,690-95.4% | $4,006-95.7% | $6,940-97.5% |