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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,696 | $117,904-82.4% | $102,457-79.8% | $145,978-85.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 13.32% | 31.80%-18.5pp | 29.41%-16.1pp | 550.52%-537.2pp |
| Employer contribution / active EE | $2,370 | $3,613-34.4% | $3,022-21.6% | $4,662-49.2% |
| Participant deferral / active EE | $5,656 | $5,733-1.4% | $5,054+11.9% | $6,690-15.5% |
| Admin fee / account holder | $236 | $13,329-98.2% | $9,451-97.5% | $13,400-98.2% |