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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,777 | $61,815-68.0% | $97,295-79.7% | $80,959-75.6% |
| Participation rate | 76.0% | 63.5%+12.5pp | 72.7%+3.3pp | 67.7%+8.3pp |
| Annual return | 14.37% | -558.73%+573.1pp | 75.62%-61.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,560 | $1,836-15.1% | $2,723-42.7% | $2,757-43.4% |
| Participant deferral / active EE | $3,082 | $3,027+1.8% | $4,264-27.7% | $4,300-28.3% |
| Admin fee / account holder | $280 | $5,166-94.6% | $5,646-95.0% | $6,925-96.0% |