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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,276 | $104,694-85.4% | $85,709-82.2% | $167,536-90.9% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 12.03% | 21.45%-9.4pp | 21.49%-9.5pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,788 | $3,337-46.4% | $2,619-31.7% | $4,839-63.0% |
| Participant deferral / active EE | $4,238 | $4,826-12.2% | $3,924+8.0% | $6,342-33.2% |
| Admin fee / account holder | $220 | $10,035-97.8% | $6,876-96.8% | $12,315-98.2% |