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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,946 | $103,393-72.0% | $87,103-66.8% | $152,909-81.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 29.83% | 28.10%+1.7pp | 28.19%+1.6pp | 345.46%-315.6pp |
| Employer contribution / active EE | $1,764 | $3,221-45.2% | $2,521-30.0% | $4,764-63.0% |
| Participant deferral / active EE | $4,575 | $4,778-4.2% | $4,049+13.0% | $5,851-21.8% |
| Admin fee / account holder | $131 | $12,195-98.9% | $7,491-98.3% | $11,601-98.9% |