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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,182 | $89,259-74.0% | $107,187-78.4% | $82,637-71.9% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 22.50% | 21.02%+1.5pp | 204.55%-182.0pp | 53.51%-31.0pp |
| Employer contribution / active EE | $1,680 | $3,080-45.5% | $3,782-55.6% | $2,552-34.2% |
| Participant deferral / active EE | $2,511 | $4,037-37.8% | $5,096-50.7% | $4,126-39.1% |
| Admin fee / account holder | $127 | $7,381-98.3% | $9,162-98.6% | $7,339-98.3% |