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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,952 | $211,239-92.4% | $178,528-91.1% | $145,877-89.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 21.67% | 30.22%-8.6pp | 27.11%-5.4pp | 551.28%-529.6pp |
| Employer contribution / active EE | $3,670 | $4,570-19.7% | $3,950-7.1% | $4,663-21.3% |
| Participant deferral / active EE | $6,915 | $6,963-0.7% | $6,278+10.1% | $6,691+3.4% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |