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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,015 | $228,352-86.9% | $185,835-83.8% | $158,966-81.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.8pp | 82.0%+6.9pp |
| Annual return | 21.03% | 40.81%-19.8pp | 35.96%-14.9pp | 302.95%-281.9pp |
| Employer contribution / active EE | $2,280 | $4,967-54.1% | $4,087-44.2% | $4,762-52.1% |
| Participant deferral / active EE | $8,988 | $6,416+40.1% | $5,633+59.5% | $5,983+50.2% |
| Admin fee / account holder | $296 | $11,867-97.5% | $9,502-96.9% | $11,250-97.4% |