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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,593 | $94,439-80.3% | $73,658-74.8% | $154,746-88.0% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | 21.25% | 28.25%-7.0pp | 29.72%-8.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $4,271 | $1,257+239.7% | $1,032+313.7% | $4,379-2.5% |
| Participant deferral / active EE | $5,363 | $2,527+112.2% | $2,062+160.1% | $6,730-20.3% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |