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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,360 | $104,694-87.2% | $85,709-84.4% | $167,536-92.0% |
| Participation rate | 81.0% | 76.4%+4.6pp | 69.9%+11.1pp | 82.1%-1.2pp |
| Annual return | 25.95% | 21.45%+4.5pp | 21.49%+4.5pp | 478.82%-452.9pp |
| Employer contribution / active EE | $2,099 | $3,337-37.1% | $2,619-19.8% | $4,839-56.6% |
| Participant deferral / active EE | $3,082 | $4,826-36.1% | $3,924-21.4% | $6,342-51.4% |
| Admin fee / account holder | $122 | $10,035-98.8% | $6,876-98.2% | $12,315-99.0% |