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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,904 | $111,814-76.8% | $103,374-74.9% | $145,959-82.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.48% | 24.77%-9.3pp | 24.89%-9.4pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,807 | $4,214-57.1% | $3,869-53.3% | $4,661-61.2% |
| Participant deferral / active EE | $6,390 | $5,618+13.7% | $5,058+26.3% | $6,689-4.5% |
| Admin fee / account holder | $16 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |