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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,755 | $115,225-83.7% | $100,712-81.4% | $138,895-86.5% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.3%+23.0pp | 79.9%+12.4pp |
| Annual return | 14.23% | 40.35%-26.1pp | 33.27%-19.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,741 | $2,771-1.1% | $2,313+18.5% | $4,194-34.7% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $143 | $10,844-98.7% | $9,256-98.5% | $12,562-98.9% |