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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,434 | $110,337-79.7% | $102,383-78.1% | $145,877-84.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.17% | 24.83%-9.7pp | 24.94%-9.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,171 | $4,216-24.8% | $3,870-18.1% | $4,663-32.0% |
| Participant deferral / active EE | $5,824 | $5,621+3.6% | $5,060+15.1% | $6,691-13.0% |
| Admin fee / account holder | $85 | $9,750-99.1% | $8,391-99.0% | $13,402-99.4% |