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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,925 | $106,280-81.3% | $96,538-79.4% | $139,487-85.7% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 19.28% | 38.48%-19.2pp | 35.74%-16.5pp | 373.84%-354.6pp |
| Employer contribution / active EE | $1,496 | $4,107-63.6% | $3,740-60.0% | $4,755-68.5% |
| Participant deferral / active EE | $2,421 | $5,457-55.6% | $4,880-50.4% | $6,713-63.9% |
| Admin fee / account holder | $92 | $7,888-98.8% | $6,737-98.6% | $11,407-99.2% |