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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,947 | $124,980-82.4% | $108,359-79.7% | $154,746-85.8% |
| Participation rate | 94.4% | 75.2%+19.3pp | 70.1%+24.3pp | 80.7%+13.7pp |
| Annual return | 18.80% | 45.00%-26.2pp | 36.89%-18.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,260 | $2,851-55.8% | $2,399-47.5% | $4,379-71.2% |
| Participant deferral / active EE | $4,406 | $4,743-7.1% | $4,137+6.5% | $6,730-34.5% |
| Admin fee / account holder | $229 | $11,502-98.0% | $9,741-97.7% | $14,365-98.4% |