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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,386 | $118,496-80.3% | $98,461-76.2% | $139,466-83.2% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 16.79% | 18.96%-2.2pp | 21.17%-4.4pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,349 | $3,611-34.9% | $3,049-23.0% | $4,754-50.6% |
| Participant deferral / active EE | $3,046 | $5,393-43.5% | $4,738-35.7% | $6,712-54.6% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |