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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,210 | $117,444-81.1% | $99,479-77.7% | $152,909-85.5% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.5%-2.5pp |
| Annual return | 26.09% | 31.87%-5.8pp | 30.72%-4.6pp | 345.46%-319.4pp |
| Employer contribution / active EE | $2,462 | $3,014-18.3% | $2,540-3.1% | $4,764-48.3% |
| Participant deferral / active EE | $6,618 | $4,086+61.9% | $3,619+82.9% | $5,851+13.1% |
| Admin fee / account holder | $73 | $7,635-99.1% | $6,253-98.8% | $11,601-99.4% |