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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,900 | $211,288-86.8% | $178,540-84.4% | $145,884-80.9% |
| Participation rate | 88.2% | 80.8%+7.4pp | 77.1%+11.1pp | 80.3%+7.9pp |
| Annual return | 14.26% | 30.27%-16.0pp | 27.15%-12.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,505 | $4,574-67.1% | $3,953-61.9% | $4,662-67.7% |
| Participant deferral / active EE | $6,103 | $6,967-12.4% | $6,281-2.8% | $6,690-8.8% |
| Admin fee / account holder | $171 | $12,105-98.6% | $10,424-98.4% | $13,392-98.7% |