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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,473 | $106,247-89.2% | $96,515-88.1% | $139,466-91.8% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 17.44% | 38.47%-21.0pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,382 | $4,106-66.3% | $3,740-63.0% | $4,754-70.9% |
| Participant deferral / active EE | $4,753 | $5,456-12.9% | $4,880-2.6% | $6,712-29.2% |
| Admin fee / account holder | $172 | $7,885-97.8% | $6,735-97.4% | $11,409-98.5% |