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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,010 | $60,454-65.2% | $81,844-74.3% | $74,459-71.8% |
| Participation rate | 92.9% | 63.0%+30.0pp | 72.4%+20.6pp | 67.2%+25.7pp |
| Annual return | 15.47% | 16.87%-1.4pp | 778.87%-763.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $3,635 | $2,630+38.2% | $2,916+24.6% | $2,626+38.4% |
| Participant deferral / active EE | $3,129 | $3,398-7.9% | $4,323-27.6% | $4,350-28.1% |
| Admin fee / account holder | $12 | $1,490-99.2% | $7,355-99.8% | $1,945-99.4% |