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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,625 | $111,814-77.1% | $103,378-75.2% | $145,978-82.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.27% | 24.80%-10.5pp | 24.91%-10.6pp | 550.52%-536.2pp |
| Employer contribution / active EE | $3,064 | $4,215-27.3% | $3,870-20.8% | $4,662-34.3% |
| Participant deferral / active EE | $3,147 | $5,618-44.0% | $5,058-37.8% | $6,690-53.0% |
| Admin fee / account holder | $127 | $9,764-98.7% | $8,401-98.5% | $13,400-99.1% |