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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,195 | $39,286-46.0% | $80,741-73.7% | $79,391-73.3% |
| Participation rate | 90.0% | 41.0%+49.0pp | 54.2%+35.8pp | 70.7%+19.3pp |
| Annual return | 14.55% | 98.95%-84.4pp | 87.30%-72.8pp | 116.88%-102.3pp |
| Employer contribution / active EE | $1,497 | $594+152.0% | $1,160+29.0% | $2,428-38.4% |
| Participant deferral / active EE | $2,198 | $1,264+73.9% | $2,145+2.4% | $4,046-45.7% |
| Admin fee / account holder | $119 | $647-81.6% | $3,380-96.5% | $627-81.0% |