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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,940 | $106,280-82.2% | $96,538-80.4% | $139,487-86.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 31.65% | 38.48%-6.8pp | 35.74%-4.1pp | 373.84%-342.2pp |
| Employer contribution / active EE | $1,569 | $4,107-61.8% | $3,740-58.1% | $4,755-67.0% |
| Participant deferral / active EE | $6,629 | $5,457+21.5% | $4,880+35.8% | $6,713-1.3% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |