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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,117 | $112,729-85.7% | $98,716-83.7% | $137,256-88.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 20.57% | 38.48%-17.9pp | 31.81%-11.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,621 | $2,725-40.5% | $2,279-28.9% | $4,156-61.0% |
| Participant deferral / active EE | $1,621 | $4,640-65.1% | $4,048-60.0% | $6,407-74.7% |
| Admin fee / account holder | $41 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |