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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,427 | $103,949-85.2% | $69,182-77.7% | $273,972-94.4% |
| Participation rate | 93.3% | 67.4%+26.0pp | 55.1%+38.2pp | 83.0%+10.3pp |
| Annual return | 19.89% | 35.28%-15.4pp | -21.93%+41.8pp | 41.46%-21.6pp |
| Employer contribution / active EE | $1,655 | $1,783-7.2% | $1,206+37.2% | $4,869-66.0% |
| Participant deferral / active EE | $8,173 | $2,716+200.9% | $1,897+330.9% | $5,287+54.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |