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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,899 | $106,247-73.7% | $96,515-71.1% | $139,466-80.0% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 16.46% | 38.47%-22.0pp | 35.73%-19.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,811 | $4,106-31.5% | $3,740-24.8% | $4,754-40.9% |
| Participant deferral / active EE | $2,533 | $5,456-53.6% | $4,880-48.1% | $6,712-62.3% |
| Admin fee / account holder | $168 | $7,885-97.9% | $6,735-97.5% | $11,409-98.5% |