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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,298 | $124,351-86.9% | $109,188-85.1% | $167,553-90.3% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 24.23% | 26.04%-1.8pp | 25.76%-1.5pp | 478.89%-454.7pp |
| Employer contribution / active EE | $3,478 | $4,210-17.4% | $3,723-6.6% | $4,840-28.1% |
| Participant deferral / active EE | $5,399 | $5,257+2.7% | $4,654+16.0% | $6,343-14.9% |
| Admin fee / account holder | $128 | $7,975-98.4% | $6,755-98.1% | $12,316-99.0% |