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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,901 | $114,013-86.1% | $103,693-84.7% | $155,188-89.8% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.2pp | 80.8%+1.0pp |
| Annual return | 23.66% | 49.31%-25.6pp | 47.61%-23.9pp | 148.84%-125.2pp |
| Employer contribution / active EE | $2,582 | $3,131-17.5% | $2,920-11.6% | $4,248-39.2% |
| Participant deferral / active EE | $4,733 | $4,970-4.8% | $4,579+3.3% | $6,531-27.5% |
| Admin fee / account holder | $43 | $8,407-99.5% | $7,858-99.4% | $14,480-99.7% |