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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,102 | $117,846-77.0% | $102,434-73.5% | $145,884-81.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.46% | 31.90%-19.4pp | 29.46%-17.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,543 | $3,615-2.0% | $3,023+17.2% | $4,662-24.0% |
| Participant deferral / active EE | $3,543 | $5,733-38.2% | $5,055-29.9% | $6,690-47.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |