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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,812 | $103,392-78.9% | $87,104-75.0% | $152,897-85.7% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 20.80% | 28.10%-7.3pp | 28.19%-7.4pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,788 | $3,221-44.5% | $2,521-29.1% | $4,764-62.5% |
| Participant deferral / active EE | $2,882 | $4,778-39.7% | $4,048-28.8% | $5,851-50.7% |
| Admin fee / account holder | $51 | $12,194-99.6% | $7,491-99.3% | $11,599-99.6% |