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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,460 | $124,330-78.7% | $109,173-75.8% | $167,536-84.2% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 13.97% | 26.04%-12.1pp | 25.75%-11.8pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,871 | $4,209-55.6% | $3,723-49.8% | $4,839-61.3% |
| Participant deferral / active EE | $6,866 | $5,256+30.6% | $4,654+47.5% | $6,342+8.3% |
| Admin fee / account holder | $285 | $7,974-96.4% | $6,755-95.8% | $12,315-97.7% |