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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,478 | $228,352-89.3% | $185,827-86.8% | $158,950-84.6% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 32.37% | 40.81%-8.4pp | 35.96%-3.6pp | 302.91%-270.5pp |
| Employer contribution / active EE | $2,059 | $4,967-58.5% | $4,087-49.6% | $4,762-56.8% |
| Participant deferral / active EE | $5,617 | $6,416-12.5% | $5,633-0.3% | $5,983-6.1% |
| Admin fee / account holder | $80 | $11,867-99.3% | $9,502-99.2% | $11,248-99.3% |