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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,117 | $124,980-87.1% | $108,359-85.1% | $154,746-89.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 20.57% | 45.00%-24.4pp | 36.89%-16.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,621 | $2,851-43.1% | $2,399-32.5% | $4,379-63.0% |
| Participant deferral / active EE | $1,621 | $4,743-65.8% | $4,137-60.8% | $6,730-75.9% |
| Admin fee / account holder | $41 | $11,502-99.6% | $9,741-99.6% | $14,365-99.7% |