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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,434 | $111,814-79.9% | $103,374-78.3% | $145,959-84.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.17% | 24.77%-9.6pp | 24.89%-9.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,171 | $4,214-24.7% | $3,869-18.0% | $4,661-32.0% |
| Participant deferral / active EE | $5,824 | $5,618+3.7% | $5,058+15.1% | $6,689-12.9% |
| Admin fee / account holder | $85 | $9,754-99.1% | $8,394-99.0% | $13,398-99.4% |