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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,826 | $58,311-84.9% | $81,882-89.2% | $80,959-89.1% |
| Participation rate | 88.5% | 63.5%+25.0pp | 72.4%+16.1pp | 67.7%+20.8pp |
| Annual return | 12.42% | 41.85%-29.4pp | 779.47%-767.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,421 | $2,347+3.2% | $2,916-17.0% | $2,757-12.2% |
| Participant deferral / active EE | $3,284 | $3,287-0.1% | $4,323-24.0% | $4,300-23.6% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |