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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,370 | $110,337-69.8% | $102,383-67.4% | $145,877-77.1% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 19.29% | 24.83%-5.5pp | 24.94%-5.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,433 | $4,216-66.0% | $3,870-63.0% | $4,663-69.3% |
| Participant deferral / active EE | $6,731 | $5,621+19.8% | $5,060+33.0% | $6,691+0.6% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |