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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,303 | $149,679-75.7% | $117,039-69.0% | $147,586-75.4% |
| Participation rate | 86.7% | 83.5%+3.2pp | 77.2%+9.5pp | 82.8%+3.8pp |
| Annual return | 8.88% | 19.31%-10.4pp | 18.95%-10.1pp | 578.59%-569.7pp |
| Employer contribution / active EE | $1,561 | $4,937-68.4% | $3,785-58.7% | $4,876-68.0% |
| Participant deferral / active EE | $2,189 | $4,912-55.4% | $3,929-44.3% | $5,439-59.7% |
| Admin fee / account holder | -$79 | $7,856-101.0% | $5,974-101.3% | $10,886-100.7% |