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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,417 | $96,524-84.0% | $75,900-79.7% | $152,909-89.9% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.3%+7.6pp | 82.5%-5.5pp |
| Annual return | 16.11% | 33.93%-17.8pp | 30.73%-14.6pp | 345.46%-329.4pp |
| Employer contribution / active EE | $1,410 | $3,311-57.4% | $2,501-43.6% | $4,764-70.4% |
| Participant deferral / active EE | $5,333 | $4,554+17.1% | $3,604+48.0% | $5,851-8.9% |
| Admin fee / account holder | $92 | $8,082-98.9% | $5,421-98.3% | $11,601-99.2% |