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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,954 | $110,337-86.4% | $102,383-85.4% | $145,877-89.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 11.83% | 24.83%-13.0pp | 24.94%-13.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,198 | $4,216-47.9% | $3,870-43.2% | $4,663-52.9% |
| Participant deferral / active EE | $3,291 | $5,621-41.4% | $5,060-35.0% | $6,691-50.8% |
| Admin fee / account holder | $215 | $9,750-97.8% | $8,391-97.4% | $13,402-98.4% |