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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,943 | $100,139-84.1% | $85,187-81.3% | $145,884-89.1% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 18.54% | 84.15%-65.6pp | 66.67%-48.1pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,716 | $3,238-47.0% | $2,732-37.2% | $4,662-63.2% |
| Participant deferral / active EE | $5,739 | $5,296+8.4% | $4,525+26.8% | $6,690-14.2% |
| Admin fee / account holder | $283 | $7,262-96.1% | $6,162-95.4% | $13,392-97.9% |