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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,107 | $85,024-76.4% | $70,544-71.5% | $139,466-85.6% |
| Participation rate | 88.2% | 73.9%+14.3pp | 68.4%+19.9pp | 80.3%+7.9pp |
| Annual return | 25.66% | 30.39%-4.7pp | 32.79%-7.1pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,828 | $3,912-27.7% | $2,976-5.0% | $4,754-40.5% |
| Participant deferral / active EE | $5,869 | $5,891-0.4% | $4,568+28.5% | $6,712-12.6% |
| Admin fee / account holder | $194 | $8,928-97.8% | $6,427-97.0% | $11,409-98.3% |