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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,130 | $127,298-88.1% | $109,916-86.2% | $167,553-91.0% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.2%+4.0pp | 82.1%-3.9pp |
| Annual return | 26.69% | 22.97%+3.7pp | 29.46%-2.8pp | 478.89%-452.2pp |
| Employer contribution / active EE | $1,396 | $3,325-58.0% | $2,844-50.9% | $4,840-71.1% |
| Participant deferral / active EE | $3,579 | $4,513-20.7% | $4,047-11.6% | $6,343-43.6% |
| Admin fee / account holder | $16 | $7,119-99.8% | $6,069-99.7% | $12,316-99.9% |