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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,461 | $116,190-78.1% | $93,614-72.8% | $152,885-83.3% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.5%+3.3pp |
| Annual return | 25.95% | 35.96%-10.0pp | 32.76%-6.8pp | 345.39%-319.4pp |
| Employer contribution / active EE | $2,834 | $3,219-12.0% | $2,718+4.3% | $4,763-40.5% |
| Participant deferral / active EE | $7,888 | $4,604+71.3% | $4,069+93.9% | $5,851+34.8% |
| Admin fee / account holder | $54 | $10,749-99.5% | $7,889-99.3% | $11,598-99.5% |