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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,716 | $110,337-83.9% | $102,383-82.7% | $145,877-87.9% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 15.74% | 24.83%-9.1pp | 24.94%-9.2pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,921 | $4,216-54.4% | $3,870-50.4% | $4,663-58.8% |
| Participant deferral / active EE | $2,437 | $5,621-56.6% | $5,060-51.8% | $6,691-63.6% |
| Admin fee / account holder | $286 | $9,750-97.1% | $8,391-96.6% | $13,402-97.9% |