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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,996 | $211,224-92.4% | $178,505-91.0% | $145,897-89.0% |
| Participation rate | 95.5% | 80.8%+14.6pp | 77.1%+18.3pp | 80.3%+15.1pp |
| Annual return | 8.81% | 30.28%-21.5pp | 27.16%-18.3pp | 552.29%-543.5pp |
| Employer contribution / active EE | $3,171 | $4,577-30.7% | $3,955-19.8% | $4,663-32.0% |
| Participant deferral / active EE | $1,951 | $6,966-72.0% | $6,280-68.9% | $6,689-70.8% |
| Admin fee / account holder | $169 | $12,109-98.6% | $10,428-98.4% | $13,390-98.7% |