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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,043 | $108,285-79.6% | $77,552-71.6% | $158,982-86.1% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 14.34% | 31.69%-17.4pp | 54.82%-40.5pp | 302.99%-288.7pp |
| Employer contribution / active EE | $993 | $1,325-25.0% | $987+0.7% | $4,763-79.1% |
| Participant deferral / active EE | $3,195 | $2,455+30.1% | $1,861+71.7% | $5,983-46.6% |
| Admin fee / account holder | $288 | $3,709-92.2% | $2,859-89.9% | $11,252-97.4% |