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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,218 | $110,212-76.2% | $96,534-72.8% | $139,466-81.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 18.19% | 26.42%-8.2pp | 25.88%-7.7pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,399 | $3,620-61.4% | $2,965-52.8% | $4,754-70.6% |
| Participant deferral / active EE | $4,155 | $5,547-25.1% | $4,851-14.4% | $6,712-38.1% |
| Admin fee / account holder | $288 | $11,599-97.5% | $8,253-96.5% | $11,409-97.5% |