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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,953 | $76,551-68.7% | $123,894-80.7% | $62,881-61.9% |
| Participation rate | 85.3% | 73.0%+12.3pp | 81.4%+3.9pp | 69.3%+16.0pp |
| Annual return | 88.94% | 18.68%+70.3pp | 47.52%+41.4pp | 20.14%+68.8pp |
| Employer contribution / active EE | $1,942 | $2,882-32.6% | $4,617-57.9% | $2,281-14.9% |
| Participant deferral / active EE | $9,877 | $4,840+104.1% | $5,984+65.1% | $3,203+208.4% |
| Admin fee / account holder | $87 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |