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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,455 | $183,516-88.3% | $155,534-86.2% | $145,884-85.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.20% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,585 | $5,315-51.4% | $4,675-44.7% | $4,662-44.6% |
| Participant deferral / active EE | $5,556 | $6,467-14.1% | $5,630-1.3% | $6,690-17.0% |
| Admin fee / account holder | $130 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |