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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,809 | $115,911-79.5% | $100,530-76.3% | $158,950-85.0% |
| Participation rate | 93.3% | 81.6%+11.7pp | 79.4%+13.9pp | 82.0%+11.4pp |
| Annual return | 14.99% | 34.80%-19.8pp | 30.89%-15.9pp | 302.91%-287.9pp |
| Employer contribution / active EE | $3,039 | $4,104-25.9% | $3,418-11.1% | $4,762-36.2% |
| Participant deferral / active EE | $4,123 | $6,676-38.2% | $6,271-34.2% | $5,983-31.1% |
| Admin fee / account holder | $169 | $10,999-98.5% | $8,083-97.9% | $11,248-98.5% |