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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,915 | $211,288-92.9% | $178,540-91.6% | $145,884-89.8% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 11.82% | 30.27%-18.4pp | 27.15%-15.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,551 | $4,574-66.1% | $3,953-60.8% | $4,662-66.7% |
| Participant deferral / active EE | $3,441 | $6,967-50.6% | $6,281-45.2% | $6,690-48.6% |
| Admin fee / account holder | $30 | $12,105-99.8% | $10,424-99.7% | $13,392-99.8% |