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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,935 | $85,024-88.3% | $70,544-85.9% | $139,466-92.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.4%+6.6pp | 80.3%-5.3pp |
| Annual return | 19.04% | 30.39%-11.3pp | 32.79%-13.7pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,445 | $3,912-63.1% | $2,976-51.4% | $4,754-69.6% |
| Participant deferral / active EE | $3,458 | $5,891-41.3% | $4,568-24.3% | $6,712-48.5% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |