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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,070 | $90,486-81.1% | $78,676-78.3% | $273,972-93.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 4.76% | 75.62%-70.9pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,397 | $3,175-24.5% | $2,850-15.9% | $4,869-50.8% |
| Participant deferral / active EE | $5,442 | $3,901+39.5% | $3,517+54.7% | $5,287+2.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |