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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,093 | $110,379-72.7% | $102,412-70.6% | $145,884-79.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.71% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,431 | $4,216-18.6% | $3,870-11.4% | $4,662-26.4% |
| Participant deferral / active EE | $9,270 | $5,622+64.9% | $5,060+83.2% | $6,690+38.6% |
| Admin fee / account holder | $110 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |