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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,098 | $94,439-73.4% | $73,658-65.9% | $154,746-83.8% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | 23.28% | 28.25%-5.0pp | 29.72%-6.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,641 | $1,257+30.5% | $1,032+59.0% | $4,379-62.5% |
| Participant deferral / active EE | $5,740 | $2,527+127.2% | $2,062+178.4% | $6,730-14.7% |
| Admin fee / account holder | $34 | $3,843-99.1% | $3,357-99.0% | $14,365-99.8% |