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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,781 | $106,280-81.4% | $96,538-79.5% | $139,487-85.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 21.23% | 38.48%-17.3pp | 35.74%-14.5pp | 373.84%-352.6pp |
| Employer contribution / active EE | $2,552 | $4,107-37.9% | $3,740-31.8% | $4,755-46.3% |
| Participant deferral / active EE | $7,432 | $5,457+36.2% | $4,880+52.3% | $6,713+10.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |