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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,252 | $90,486-74.3% | $78,676-70.4% | $273,972-91.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 10.21% | 75.62%-65.4pp | 62.19%-52.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,079 | $3,175-66.0% | $2,850-62.1% | $4,869-77.8% |
| Participant deferral / active EE | $5,648 | $3,901+44.8% | $3,517+60.6% | $5,287+6.8% |
| Admin fee / account holder | $171 | $5,263-96.7% | $4,510-96.2% | $10,133-98.3% |