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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,815 | $106,280-85.1% | $96,538-83.6% | $139,487-88.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 30.73% | 38.48%-7.8pp | 35.74%-5.0pp | 373.84%-343.1pp |
| Employer contribution / active EE | $1,666 | $4,107-59.4% | $3,740-55.5% | $4,755-65.0% |
| Participant deferral / active EE | $5,314 | $5,457-2.6% | $4,880+8.9% | $6,713-20.8% |
| Admin fee / account holder | $16 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |