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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,102 | $117,895-77.0% | $102,460-73.5% | $145,897-81.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.46% | 31.92%-19.5pp | 29.47%-17.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,543 | $3,619-2.1% | $3,025+17.1% | $4,663-24.0% |
| Participant deferral / active EE | $3,543 | $5,736-38.2% | $5,056-29.9% | $6,689-47.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |