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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,335 | $84,570-83.0% | $85,946-83.3% | $155,188-90.8% |
| Participation rate | 71.4% | 78.8%-7.4pp | 77.2%-5.7pp | 80.8%-9.4pp |
| Annual return | 54.52% | 35.96%+18.6pp | 31.33%+23.2pp | 148.84%-94.3pp |
| Employer contribution / active EE | $2,115 | $4,651-54.5% | $4,539-53.4% | $4,248-50.2% |
| Participant deferral / active EE | $3,098 | $5,847-47.0% | $5,465-43.3% | $6,531-52.6% |
| Admin fee / account holder | $213 | $12,225-98.3% | $11,250-98.1% | $14,480-98.5% |