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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,754 | $117,859-76.5% | $102,438-72.9% | $145,959-81.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 16.06% | 31.72%-15.7pp | 29.37%-13.3pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,755 | $3,615-51.5% | $3,024-42.0% | $4,661-62.3% |
| Participant deferral / active EE | $7,458 | $5,732+30.1% | $5,054+47.6% | $6,689+11.5% |
| Admin fee / account holder | $16 | $13,318-99.9% | $9,448-99.8% | $13,398-99.9% |