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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,816 | $211,239-87.3% | $178,528-85.0% | $145,877-81.6% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.43% | 30.22%-18.8pp | 27.11%-15.7pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,763 | $4,570-39.5% | $3,950-30.1% | $4,663-40.7% |
| Participant deferral / active EE | $10,837 | $6,963+55.6% | $6,278+72.6% | $6,691+62.0% |
| Admin fee / account holder | $136 | $12,095-98.9% | $10,419-98.7% | $13,402-99.0% |