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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,264 | $112,729-75.8% | $98,716-72.4% | $137,256-80.1% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 21.03% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,190 | $2,725-56.3% | $2,279-47.8% | $4,156-71.4% |
| Participant deferral / active EE | $6,219 | $4,640+34.0% | $4,048+53.6% | $6,407-2.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |