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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,391 | $110,379-85.1% | $102,412-84.0% | $145,884-88.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 33.61% | 24.84%+8.8pp | 24.94%+8.7pp | 551.85%-518.2pp |
| Employer contribution / active EE | $1,391 | $4,216-67.0% | $3,870-64.1% | $4,662-70.2% |
| Participant deferral / active EE | $5,700 | $5,622+1.4% | $5,060+12.6% | $6,690-14.8% |
| Admin fee / account holder | $21 | $9,745-99.8% | $8,388-99.7% | $13,392-99.8% |