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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,608 | $124,314-77.0% | $109,163-73.8% | $167,518-82.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 18.16% | 26.04%-7.9pp | 25.75%-7.6pp | 478.71%-460.5pp |
| Employer contribution / active EE | $1,638 | $4,209-61.1% | $3,723-56.0% | $4,838-66.2% |
| Participant deferral / active EE | $8,577 | $5,256+63.2% | $4,654+84.3% | $6,342+35.2% |
| Admin fee / account holder | $101 | $7,973-98.7% | $6,754-98.5% | $12,312-99.2% |