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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,119 | $110,379-89.9% | $102,412-89.1% | $145,884-92.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 15.06% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,659 | $4,216-60.7% | $3,870-57.1% | $4,662-64.4% |
| Participant deferral / active EE | $3,569 | $5,622-36.5% | $5,060-29.5% | $6,690-46.6% |
| Admin fee / account holder | $98 | $9,745-99.0% | $8,388-98.8% | $13,392-99.3% |