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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,485 | $106,280-83.5% | $96,538-81.9% | $139,487-87.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 27.05% | 38.48%-11.4pp | 35.74%-8.7pp | 373.84%-346.8pp |
| Employer contribution / active EE | $3,064 | $4,107-25.4% | $3,740-18.1% | $4,755-35.6% |
| Participant deferral / active EE | $8,695 | $5,457+59.3% | $4,880+78.2% | $6,713+29.5% |
| Admin fee / account holder | $156 | $7,888-98.0% | $6,737-97.7% | $11,407-98.6% |