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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,937 | $65,364-61.8% | $92,909-73.2% | $72,975-65.8% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 25.40% | 42.11%-16.7pp | 109.44%-84.0pp | 81.01%-55.6pp |
| Employer contribution / active EE | $1,499 | $2,594-42.2% | $3,653-59.0% | $2,440-38.6% |
| Participant deferral / active EE | $2,693 | $3,128-13.9% | $4,238-36.5% | $3,608-25.4% |
| Admin fee / account holder | $25 | $4,251-99.4% | $5,795-99.6% | $5,124-99.5% |