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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,631 | $100,901-84.5% | $75,670-79.3% | $147,585-89.4% |
| Participation rate | 72.7% | 77.1%-4.4pp | 72.3%+0.4pp | 82.8%-10.1pp |
| Annual return | 18.54% | 35.78%-17.2pp | 27.34%-8.8pp | 578.57%-560.0pp |
| Employer contribution / active EE | $419 | $3,253-87.1% | $2,352-82.2% | $4,876-91.4% |
| Participant deferral / active EE | $958 | $4,027-76.2% | $3,142-69.5% | $5,439-82.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |