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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,771 | $106,280-75.8% | $96,538-73.3% | $139,487-81.5% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 36.81% | 38.48%-1.7pp | 35.74%+1.1pp | 373.84%-337.0pp |
| Employer contribution / active EE | $2,869 | $4,107-30.1% | $3,740-23.3% | $4,755-39.7% |
| Participant deferral / active EE | $5,972 | $5,457+9.4% | $4,880+22.4% | $6,713-11.0% |
| Admin fee / account holder | $134 | $7,888-98.3% | $6,737-98.0% | $11,407-98.8% |