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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,654 | $100,139-86.4% | $85,187-84.0% | $145,884-90.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 12.57% | 84.15%-71.6pp | 66.67%-54.1pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,368 | $3,238-57.8% | $2,732-50.0% | $4,662-70.7% |
| Participant deferral / active EE | $6,265 | $5,296+18.3% | $4,525+38.5% | $6,690-6.3% |
| Admin fee / account holder | $19 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |