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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,696 | $117,895-82.4% | $102,460-79.8% | $145,897-85.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 13.32% | 31.92%-18.6pp | 29.47%-16.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,370 | $3,619-34.5% | $3,025-21.7% | $4,663-49.2% |
| Participant deferral / active EE | $5,656 | $5,736-1.4% | $5,056+11.9% | $6,689-15.4% |
| Admin fee / account holder | $236 | $13,353-98.2% | $9,460-97.5% | $13,390-98.2% |