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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,625 | $110,379-76.8% | $102,412-75.0% | $145,884-82.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.27% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $3,064 | $4,216-27.3% | $3,870-20.8% | $4,662-34.3% |
| Participant deferral / active EE | $3,147 | $5,622-44.0% | $5,060-37.8% | $6,690-53.0% |
| Admin fee / account holder | $127 | $9,745-98.7% | $8,388-98.5% | $13,392-99.1% |