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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,020 | $114,013-85.1% | $103,693-83.6% | $155,188-89.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 80.8%+10.1pp |
| Annual return | 16.88% | 49.31%-32.4pp | 47.61%-30.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,073 | $3,131-33.8% | $2,920-29.0% | $4,248-51.2% |
| Participant deferral / active EE | $3,933 | $4,970-20.9% | $4,579-14.1% | $6,531-39.8% |
| Admin fee / account holder | $167 | $8,407-98.0% | $7,858-97.9% | $14,480-98.8% |