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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,855 | $85,766-69.9% | $136,298-81.0% | $70,126-63.1% |
| Participation rate | 82.9% | 74.2%+8.7pp | 81.9%+0.9pp | 69.5%+13.3pp |
| Annual return | 21.11% | 31.46%-10.3pp | 5156.27%-5135.2pp | 73.15%-52.0pp |
| Employer contribution / active EE | $840 | $2,966-71.7% | $4,696-82.1% | $2,343-64.1% |
| Participant deferral / active EE | $3,542 | $5,051-29.9% | $6,247-43.3% | $3,332+6.3% |
| Admin fee / account holder | $228 | $5,421-95.8% | $9,244-97.5% | $4,645-95.1% |