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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,754 | $117,829-76.4% | $102,423-72.9% | $145,877-81.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 16.06% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,755 | $3,615-51.4% | $3,023-41.9% | $4,663-62.4% |
| Participant deferral / active EE | $7,458 | $5,732+30.1% | $5,054+47.6% | $6,691+11.5% |
| Admin fee / account holder | $16 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |