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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,952 | $211,288-92.4% | $178,540-91.1% | $145,884-89.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 21.67% | 30.27%-8.6pp | 27.15%-5.5pp | 551.85%-530.2pp |
| Employer contribution / active EE | $3,670 | $4,574-19.8% | $3,953-7.2% | $4,662-21.3% |
| Participant deferral / active EE | $6,915 | $6,967-0.7% | $6,281+10.1% | $6,690+3.4% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |