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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,324 | $117,895-75.1% | $102,460-71.4% | $145,897-79.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 11.65% | 31.92%-20.3pp | 29.47%-17.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,388 | $3,619-61.6% | $3,025-54.1% | $4,663-70.2% |
| Participant deferral / active EE | $5,120 | $5,736-10.7% | $5,056+1.3% | $6,689-23.5% |
| Admin fee / account holder | $230 | $13,353-98.3% | $9,460-97.6% | $13,390-98.3% |