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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,356 | $91,037-77.6% | $71,671-71.6% | $147,586-86.2% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 20.01% | 20.48%-0.5pp | 20.65%-0.6pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,763 | $3,327-17.0% | $2,460+12.3% | $4,876-43.3% |
| Participant deferral / active EE | $5,872 | $4,498+30.5% | $3,438+70.8% | $5,439+8.0% |
| Admin fee / account holder | $15 | $8,613-99.8% | $5,558-99.7% | $10,886-99.9% |