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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,178 | $106,247-85.7% | $96,515-84.3% | $139,466-89.1% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 19.94% | 38.47%-18.5pp | 35.73%-15.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,907 | $4,106-29.2% | $3,740-22.3% | $4,754-38.9% |
| Participant deferral / active EE | $5,957 | $5,456+9.2% | $4,880+22.1% | $6,712-11.3% |
| Admin fee / account holder | $190 | $7,885-97.6% | $6,735-97.2% | $11,409-98.3% |