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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,714 | $84,236-73.0% | $170,439-86.7% | $70,124-67.6% |
| Participation rate | 88.2% | 70.8%+17.4pp | 83.6%+4.6pp | 69.5%+18.7pp |
| Annual return | 15.74% | 23.06%-7.3pp | 205.94%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,351 | $3,387-60.1% | $5,433-75.1% | $2,342-42.3% |
| Participant deferral / active EE | $3,792 | $3,086+22.9% | $4,939-23.2% | $3,332+13.8% |
| Admin fee / account holder | $280 | $5,698-95.1% | $13,881-98.0% | $4,645-94.0% |