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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,723 | $100,901-84.4% | $75,501-79.2% | $147,586-89.3% |
| Participation rate | 81.3% | 77.1%+4.1pp | 72.4%+8.9pp | 82.8%-1.6pp |
| Annual return | 26.93% | 35.78%-8.9pp | 27.35%-0.4pp | 578.59%-551.7pp |
| Employer contribution / active EE | $4,304 | $3,253+32.3% | $2,352+83.0% | $4,876-11.7% |
| Participant deferral / active EE | $2,012 | $4,027-50.0% | $3,142-36.0% | $5,439-63.0% |
| Admin fee / account holder | $78 | $11,285-99.3% | $5,801-98.7% | $10,886-99.3% |