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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,922 | $110,410-89.2% | $102,437-88.4% | $145,897-91.8% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.79% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,237 | $4,217-47.0% | $3,871-42.2% | $4,663-52.0% |
| Participant deferral / active EE | $4,085 | $5,622-27.3% | $5,060-19.3% | $6,689-38.9% |
| Admin fee / account holder | $169 | $9,745-98.3% | $8,388-98.0% | $13,390-98.7% |