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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,769 | $84,236-80.1% | $170,439-90.2% | $70,124-76.1% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 27.44% | 23.06%+4.4pp | 205.94%-178.5pp | 73.14%-45.7pp |
| Employer contribution / active EE | $1,028 | $3,387-69.7% | $5,433-81.1% | $2,342-56.1% |
| Participant deferral / active EE | $4,219 | $3,086+36.7% | $4,939-14.6% | $3,332+26.6% |
| Admin fee / account holder | $143 | $5,698-97.5% | $13,881-99.0% | $4,645-96.9% |