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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,324 | $117,904-75.1% | $102,457-71.4% | $145,978-79.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 11.65% | 31.80%-20.2pp | 29.41%-17.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,388 | $3,613-61.6% | $3,022-54.1% | $4,662-70.2% |
| Participant deferral / active EE | $5,120 | $5,733-10.7% | $5,054+1.3% | $6,690-23.5% |
| Admin fee / account holder | $230 | $13,329-98.3% | $9,451-97.6% | $13,400-98.3% |