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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,391 | $106,247-79.9% | $96,515-77.8% | $139,466-84.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.61% | 38.47%-17.9pp | 35.73%-15.1pp | 373.66%-353.1pp |
| Employer contribution / active EE | $2,882 | $4,106-29.8% | $3,740-22.9% | $4,754-39.4% |
| Participant deferral / active EE | $8,700 | $5,456+59.5% | $4,880+78.3% | $6,712+29.6% |
| Admin fee / account holder | $66 | $7,885-99.2% | $6,735-99.0% | $11,409-99.4% |