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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,547 | $83,337-77.7% | $67,834-72.7% | $273,972-93.2% |
| Participation rate | 84.6% | 76.4%+8.2pp | 68.8%+15.8pp | 83.0%+1.6pp |
| Annual return | 6.45% | 259.45%-253.0pp | 138.47%-132.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,275 | $3,287-0.4% | $2,403+36.3% | $4,869-32.7% |
| Participant deferral / active EE | $6,279 | $4,088+53.6% | $3,160+98.7% | $5,287+18.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |