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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,776 | $110,379-89.3% | $102,412-88.5% | $145,884-91.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 20.83% | 24.84%-4.0pp | 24.94%-4.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $1,739 | $4,216-58.8% | $3,870-55.1% | $4,662-62.7% |
| Participant deferral / active EE | $3,435 | $5,622-38.9% | $5,060-32.1% | $6,690-48.7% |
| Admin fee / account holder | $48 | $9,745-99.5% | $8,388-99.4% | $13,392-99.6% |