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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,500 | $77,638-78.7% | $156,551-89.5% | $62,881-73.8% |
| Participation rate | 76.2% | 71.2%+5.0pp | 84.0%-7.8pp | 69.3%+6.9pp |
| Annual return | 68.13% | 50.33%+17.8pp | 32.23%+35.9pp | 20.14%+48.0pp |
| Employer contribution / active EE | $2,994 | $3,444-13.1% | $5,501-45.6% | $2,281+31.3% |
| Participant deferral / active EE | $5,184 | $3,046+70.2% | $4,871+6.4% | $3,203+61.9% |
| Admin fee / account holder | $145 | $5,561-97.4% | $13,028-98.9% | $4,296-96.6% |