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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,657 | $111,814-82.4% | $103,374-81.0% | $145,959-86.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 38.58% | 24.77%+13.8pp | 24.89%+13.7pp | 561.95%-523.4pp |
| Employer contribution / active EE | $1,396 | $4,214-66.9% | $3,869-63.9% | $4,661-70.0% |
| Participant deferral / active EE | $1,516 | $5,618-73.0% | $5,058-70.0% | $6,689-77.3% |
| Admin fee / account holder | $246 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |