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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,777 | $211,105-89.7% | $178,449-87.8% | $145,978-85.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 15.58% | 30.19%-14.6pp | 27.09%-11.5pp | 550.52%-534.9pp |
| Employer contribution / active EE | $3,879 | $4,569-15.1% | $3,951-1.8% | $4,662-16.8% |
| Participant deferral / active EE | $6,134 | $6,959-11.9% | $6,277-2.3% | $6,690-8.3% |
| Admin fee / account holder | $38 | $12,017-99.7% | $10,362-99.6% | $13,400-99.7% |