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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,798 | $98,776-73.9% | $149,745-82.8% | $79,856-67.7% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 21.68% | 27.38%-5.7pp | 276.72%-255.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,250 | $3,217-30.1% | $4,646-51.6% | $2,471-9.0% |
| Participant deferral / active EE | $4,707 | $5,681-17.1% | $6,843-31.2% | $3,741+25.8% |
| Admin fee / account holder | $110 | $6,053-98.2% | $9,312-98.8% | $5,306-97.9% |