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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,904 | $110,410-76.5% | $102,437-74.7% | $145,897-82.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.48% | 24.85%-9.4pp | 24.95%-9.5pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,807 | $4,217-57.2% | $3,871-53.3% | $4,663-61.3% |
| Participant deferral / active EE | $6,390 | $5,622+13.7% | $5,060+26.3% | $6,689-4.5% |
| Admin fee / account holder | $16 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |