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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,494 | $90,509-78.5% | $78,693-75.2% | $273,968-92.9% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 9.17% | 75.61%-66.4pp | 62.18%-53.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $5,355 | $3,175+68.7% | $2,850+87.9% | $4,869+10.0% |
| Participant deferral / active EE | $5,523 | $3,901+41.6% | $3,517+57.0% | $5,287+4.5% |
| Admin fee / account holder | $100 | $5,264-98.1% | $4,511-97.8% | $10,132-99.0% |