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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,176 | $106,280-86.7% | $96,538-85.3% | $139,487-89.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 24.03% | 38.48%-14.5pp | 35.74%-11.7pp | 373.84%-349.8pp |
| Employer contribution / active EE | $3,785 | $4,107-7.8% | $3,740+1.2% | $4,755-20.4% |
| Participant deferral / active EE | $3,785 | $5,457-30.6% | $4,880-22.5% | $6,713-43.6% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |