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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,212 | $110,410-88.9% | $102,437-88.1% | $145,897-91.6% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.4pp |
| Annual return | 17.14% | 24.85%-7.7pp | 24.95%-7.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,362 | $4,217-44.0% | $3,871-39.0% | $4,663-49.3% |
| Participant deferral / active EE | $2,362 | $5,622-58.0% | $5,060-53.3% | $6,689-64.7% |
| Admin fee / account holder | $113 | $9,745-98.8% | $8,388-98.6% | $13,390-99.2% |