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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,711 | $232,540-89.4% | $185,117-86.7% | $147,586-83.3% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.4pp | 82.8%+8.8pp |
| Annual return | 21.79% | 43.03%-21.2pp | 40.50%-18.7pp | 578.59%-556.8pp |
| Employer contribution / active EE | $1,973 | $5,195-62.0% | $4,182-52.8% | $4,876-59.5% |
| Participant deferral / active EE | $7,721 | $5,834+32.4% | $5,045+53.0% | $5,439+42.0% |
| Admin fee / account holder | $115 | $10,275-98.9% | $8,159-98.6% | $10,886-98.9% |