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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,525 | $114,013-81.1% | $103,693-79.2% | $155,188-86.1% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.7pp | 80.8%+12.5pp |
| Annual return | 21.36% | 49.31%-28.0pp | 47.61%-26.3pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,513 | $3,131-19.8% | $2,920-14.0% | $4,248-40.8% |
| Participant deferral / active EE | $3,393 | $4,970-31.7% | $4,579-25.9% | $6,531-48.0% |
| Admin fee / account holder | $31 | $8,407-99.6% | $7,858-99.6% | $14,480-99.8% |