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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,996 | $211,239-92.4% | $178,528-91.0% | $145,877-89.0% |
| Participation rate | 95.5% | 80.8%+14.7pp | 77.1%+18.4pp | 80.3%+15.2pp |
| Annual return | 8.81% | 30.22%-21.4pp | 27.11%-18.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $3,171 | $4,570-30.6% | $3,950-19.7% | $4,663-32.0% |
| Participant deferral / active EE | $1,951 | $6,963-72.0% | $6,278-68.9% | $6,691-70.8% |
| Admin fee / account holder | $169 | $12,095-98.6% | $10,419-98.4% | $13,402-98.7% |